Steve Burke
speaker
449 appearances
1 recordings
1 series
first heard Jul 2026
last heard 15 Jul
Steve Burke’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
So you're looking at like 700% increase in price in some situations in a very short period of time.
Normally, cyclically, you'll see some ebbs and flows, but it might be like back in the day, a $50 kit of DDR4 became $85 or $90.
Maybe even $120 if it's a really bad year.
But you're still at a little worse than double.
Whereas now, a $200 kit of memory is suddenly $1,000 to $1,200.
And so it's just the amount of the price increase is what's different.
And then also, this time the contest for the supply is...
And it's coming from within the own industry where the very companies that would be the cause for an increase in sales of consumer supply are now the cause of these insane, unprecedented volume of sales for AI components.
Yeah.
What's interesting is the big three memory makers decided not, I think it was 2022 or 3, to bring on more capacity in some of these situations because they were talking about how they got burned by oversupply and sort of following COVID, right?
But what's interesting is if you go and look at some of the small suppliers, not many of them, but...
there's a couple of small memory makers that make up like less than 5% of the market.
Wind bond, Nanya are two of them.
Nanya is in a headquartered at least in Taiwan.
I don't know where their fab is, but they like these two companies, as far as I'm aware, I was just looking at this this morning.
they increased their production capabilities at the time when the big three were saying that they weren't going to do it because they got burned.
It's interesting to me because if you're... This is the argument the lawsuit makes too.
If you're a small company, I would think you're at the biggest disadvantage, the biggest risk to increase your production capabilities with this massive amount of spend.
If your biggest competitors are saying, it looks like bad times ahead.
We don't want to spend into this.
Showing 161–180 of 449 · page 9 of 23
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