[Why does China have to investigate the DRAM memory pricing of Samsung, Micron and SK Hynix? Recently, China has started to investigate DRAM memory pricing with Samsung, Micron and SK Hynix. Coupled with the recent Sino-U.S. trade issues, I think this seems a bit of a coincidence. For now, the pricing of memory has been extremely fierce for a long period of time, and it is more exaggerated than any growth in the storage market in history. Then, what happened between the tight supply and demand and price fluctuations?
Is it just the memory manufacturer's self-regulation? Or the next generation of memory technology threshold is too high? Or is the Chinese government looking for chips behind the scenes?
Why does this argument of collusion between memory manufacturers hold? For example, the memory vendors collude with each other and seem to be reasonable. Instead of deliberately setting a price, just controlling the supply, so that the natural pricing, like the oil market.
Another reasonable explanation is that China may wish to have a showdown with the Trump administration between June 15 and June 30.
If China can claim that the United States and other countries are plotting to oppose it, then perhaps it will be able to have more advantages in trade issues. It also made this memory market survey a bargaining chip.
There is an antitrust investigation precedent in the US DRAM market. From 2002 to 2006, antitrust investigations were conducted on DRAM pricing for Samsung, Micron and SK Hynix.
Will history repeat itself? It's done possible. It can also make significant changes to memory companies and Sino-US trade issues.
Seeking leverage
This purpose seems to be very clear. China hopes to have a certain amount of chips in the upcoming trade negotiations. Taking into account the historical development of this industry, the price premise is very reasonable, so this antitrust investigation is also tenable.
What makes me questionable is the point of antitrust investigation, although there is no evidence to prove that there is any connection between the two.
If the Chinese government abandons anti-monopoly investigations in the future and exchanges for concessions from the United States and other countries, I also find it very reasonable.
What kind of concessions does China expect?
To do business in mainland China, foreign companies often leak some of their business secrets to Chinese manufacturers, so that Chinese manufacturers have become competitors and they are known as “technology sharingâ€. The trick is to abandon some useless or no commercial value news, many companies in the field of technology have used this as a habit of thinking. So when Intel entered the Chinese market for the first time, it was directly looking for a packaging company. The company had almost no Intel core technology.
In view of the recent ZTE incident, China may find it harder to acquire some cutting-edge core technologies to reduce its dependence on the United States and other countries. Of course, China itself will also realize this.
OMEC (Memory Exporting Organization) is a contemporary version of OPEC (Oil Exporting Countries Organization)?
Perhaps the government of the United States, South Korea (and Japan with Toshiba) should get together and engage in an Omega. For example, OPEC can collude with each other because they are "sovereign countries" and are not affected by antitrust.
Maybe we are still not clear about the power behind memory.
If oil is the driving force of the global economy in the 20th century, then driven by "big data" and other data applications, storage will become the driving force of the 21st century economy. Because these are truly global products, they are the core of the new economy and the source of life. China is an emerging economy and the demand for storage may exceed that of oil.
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