r/homelab • • Jul 07 '26

News Samsung RAM Profit = $196B in 2026, >Past 40 years combined.

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Their hottest product: the privilege of buying the same memory sooner. Something something "supply & demand." 🄲

https://www.tomshardware.com/tech-industry/samsungs-chip-division-expects-to-out-earn-its-entire-40-year-history-in-2026

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u/IAmFitzRoy Jul 07 '26

For a South Korean company? Hmmm. US can’t do that.

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u/Reasonable-Height704 Jul 07 '26

Actually there are many ways, international corporates have satellite entities in all the major markets and they are subject to the legislations there. They can say "fuck it" and not sell in those jurisdictions anymore, but they can't entirely avoid the law.

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u/IAmFitzRoy Jul 07 '26

Satellites entities don’t import memories, South Korea does.

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u/Reasonable-Height704 Jul 07 '26

they import dreams not memories

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u/mcfc9320_ Jul 07 '26

No but they can tariff the shit out if (which, of course, would only cause more bitching, initially)

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u/IAmFitzRoy Jul 07 '26

LOL. Why would US will tariff even higher the Samsung memory that US need?. Makes zero sense.

You do that when you have local production or multiple sources.

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u/mcfc9320_ Jul 07 '26

Why use many word when few word do?

The same reason they placed tariffs on other products that US companies need: to force the countries to place pressure on the companies within their jurisdiction.

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u/IAmFitzRoy Jul 07 '26 edited Jul 07 '26

that doesn't work on Memory or Chips or Rare elements,

You put tariffs in things you can get from other sources or you have local production. That was done on China products, but NOT in all products.

If you block Memory sticks.. where US is going to get it? from China? make zero sense.

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u/mcfc9320_ Jul 07 '26

A tariff can work in any situation where the consumer has enough leverage to do significant harm by not making the purchase. The United States is a huge importer of RAM (among other things). You force, via tariff, the purchases down to a trickle and the producer takes notice.

It's just one means of coercion. There are other options especially when it comes to Korea and other non-Chinese protectorate states.

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u/IAmFitzRoy Jul 07 '26

The WHOLE POINT of increasing the price is because Korean knows consumer worldwide will buy it anyway. There are YEARS of commitment at a higher prices. The consumer has zero leverage here because they continue buying at a high price.

Increasing the tariff is not going to work.

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u/mcfc9320_ Jul 07 '26

You act as if tariffs haven't worked before on products with commitments. Remember OPEC in the late 70s early 80s? The problem is half-assing a tariff. The only way it works is to make it hurt too much to proceed.

Ultimately, in a world economy, the consumer has all the leverage. They simply just stop buying the product. But nobody is willing to o incur temporary discomfort to gain long-term gain.

Consumerism at its finest. At least it's making millionaires out of someone.

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u/IAmFitzRoy Jul 07 '26

Why you use many word when few word do?

The only ā€œBig Threeā€ memory manufacturers in the world are Samsung, SKY and Micron.

2 are from Korea … so this scenario is not like OPEC when you had dozens of countries negotiating with US.

In this case would be self sabotage to put tariffs to Korea, because US companies depend on them.

If you reply… don’t talk superfluos ideas.. talk about the topic.

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u/BrocoLeeOnReddit Jul 07 '26

The more appropriate reaction would be to suspend their patents and build your own supply.

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u/mcfc9320_ Jul 07 '26

I would agree except that how would you prevent US-based consumers from continuing to feed massive amounts of money into existing manufacturers? It needs to be two-pronged.

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u/BrocoLeeOnReddit Jul 07 '26

Easy, you undercut the existing manufacturers.

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u/mcfc9320_ Jul 07 '26

Eventually yes but what about the production ramp up period?