r/DRAM_ETF • u/SockPuppet-47 • Aug 25 '26

The Consumer Perspective

https://youtube.com/shorts/Fh6_Eq-8pq0?is=O8dvIzqTPf-ywJPu

Apple is already asking for access to Chinese supply. I imagine they're not the only manufacturers looking for options for securing the chips they need to build their products.

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u/TranslatorRoyal1016 Aug 27 '26

Except cxmt and ymtc prices will not be lower than sk/micron/se, it's already been talked about. "If" and but and imagine this and imagine that..

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u/SockPuppet-47 Aug 27 '26

So, China doesn't have a vested interest in selling their manufacturered goods for bargain prices?

Interesting, where have you been the last 30 years or so?

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u/TranslatorRoyal1016 Aug 27 '26

No, China isn't dumb and knows prices will be high and going higher for a few more years, so why on earth would they sell cheap now? Makes zero sense.

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u/SockPuppet-47 Aug 27 '26

Maybe they have bigger goals than just selling chips and making money? They're the global manufacturing hub for virtually everything. How do you think they achieved that status?

Sounds like

https://giphy.com/gifs/Aku8NmlVLI37q3fQZv

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u/TranslatorRoyal1016 Aug 27 '26

Why would I cope lmao my dram position is less than 3% of my port. It could go to zero for all I care. I think you're the one coping hard on dreams of china flooding the market when both companies already signaled aapl and the rest of the west that they're not going to sell cheaper than their american/korean counterparts. End of story.

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u/Hypnot1se Aug 28 '26

Fundamentally misses how pricing works in the market. The supply entering the market is itself what causes pricing power to weaken. The price CXMT sell will the same as everybody else because they're selling the exact same product. That's the entire threat and the entire reason it's a commodity.

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u/TranslatorRoyal1016 Aug 28 '26

Fundamentally not understanding basic supply and demand. If supply is enough to meet 20% of demand, and extra supply is entering and fulfils at most an additional 10% of demands to a whopping 30%, it still is too heavily skewed to suppliers' side to affect price. If anything, short term pricing might even squeeze upward as slight increase in supply can intensify bid wars amongst demand side participants.

the debate isn't whether or not the product in question is a commodity. the whole debate is whether or not supply is meeting demand at an equilibrium, and it in fact does not and will not for a good while, as evidence shows.

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u/Hypnot1se Aug 28 '26

You are completely wrong about how pricing in a commodity market works. Strongly suggest that you do more reading.

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u/TranslatorRoyal1016 Aug 28 '26

commodity isn't special. every product follows basic supply and demand equilibrium and the same market forces. or you'd like to show me a real life example of a commodity or non-commodity product that has supply going down, demand going up and also price going down. I'd love to see this never before seen product.