Not talking about Hynix, but other manufacturers, as my post makes VERY clear. Is this going to be another one of those classy OCN "I pick the wrong point and make a case of it, digging my heels and fanning crap all around" arguments just to force a point into a shape where it doesn't fit? If I show you a)facts b)theories based on reality and c)quantifiable data, will you be kind enough and accept you're wrong, or will you do as above stated?'Cause if we're going to argue about semantics and which one's OPINION is a FACT, I'll take my leave and leave you with all the truths and debate medals. I'm all for being wrong and being teached, but I can't say the same for many OCN individuals and I don't like brainless arguments that only show me how much arrogance does the other part have. Not implying you're one of those, only making things clear before my response
Hynix Fab 1 and Fab 2 burned. Even if no equipment was damaged, smoke has never been a good sign, not when the Sioux SMSed with it, nor when it comes from a traditional factory and it hasn't anything to do with production(and even when it has to do with production, it's polluting the environment, so no good)...and even worse when it comes from a highly controlled, sterile environment such as semiconductor's Fabs with their clean rooms. No equipment damaged? No clean room damaged. Good, something caused that chemical fire. And something got burned or melted. Your production is disrupted cause a)You lost raw materials, components, etc b)You lost infrastructure, c) Either you have places to reaccomodate all those workers and keep production up, or you don't d)You have to clean up/rebuild/repare the mess. They've lost x% of their prodcution capacity indefinitely, be it hours, days or months.Indefinitely. That's a cause of shortage. Hynix didn't want it, but they got it. Cause for shortage. But that wasn't my point.
My point is, other RAM manufacturers taking advantage of Hynix problems. Even Hynix is taking advantage of Hynix problems.
Fact is: http://www.dramexchange.com/Market/market_activity.aspx http://www.dramexchange.com/Default.aspx http://www.dramexchange.com/Market/market_activity.aspx
See that sharp climb in stock prices? DRAMeXchange stating "suppliers are reluctant to sell", as in "holding stocks"? Or, in the main page, a 18% rise throughout the board on DDR3?
That, right there, is an Annapurna or K2 climb based on reduced supply, holding stocks and a poker game with both reasons as trump cards. Be it natural or artificial. And that's the starting point. Everybody will add their digestion to the sum to maintain their profit margins as the crap wave reaches them. Crap flood or rolls downhill, and at the end of the hill we're us, only us.Edited by Nonehxc - 9/5/13 at 9:38am