As the saying goes, extremes will turn into their opposites. When making money in business, one should earn only 30% and give away 70% to thrive in the long run and grow bigger!

I have never doubted the logic of the supply and demand for memory chips, but once it harms major terminal clients like Apple, it will inevitably lead to backlash and resistance from the consumer end. This is no longer a financial data issue; it will evolve into a social phenomenon!

Coincidentally, the recent lawsuit on June 25 against Samsung, SK Hynix, and Micron was filed from California. They are accused of using the shift to AI memory chips as a cover to reduce the production of regular DRAM (which is the memory used in everyday laptops and smartphones) and deliberately driving up prices.

Data📊 shows that over the past 3 years, DRAM prices have risen by about 500-700%, which has had a huge impact on consumer electronics and smart cars. If this leads to consumer deflation in the name of developing AI, it will be counterproductive. Keep an eye on the outcome of this lawsuit recently!👀

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