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Joined 3 years ago
Cake day: June 7th, 2023
  • Interesting. The story I’ve been hearing is it’s a supply problem caused a massive demand for the Nvidia AI chips and the ultra-fast RAM they require.

    I just saw a report from SK Hynix (that triggered chip stock selloffs) that they were dialing back on production for the next generation NVidia chips. The market figured that was evidence of soft demand.

    Turns out that was because those were delayed, so they decided to build more of the lower speed RAM, which I think is the stuff consumers are needing. Working from memory here, so details are likely off.

    Anyway, the problem may be more about producing for the most profitable market rather than price fixing.

    I look forward to the outcome. It will be nice to know the situation from an objective source.

    Full disclosure, I own shares of FKLR which is an ETF of the South Korean market index that is dominated by these two companies.

    It’s doing poorly just now due to that report I mentioned and a bunch of other things.