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Higher DRAM Bit Growth Seen For 2018

11/1/2017 00:01 AM EDT
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hadada
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Rookie
Re: Please don't cite Dramexchange/Trendforce false rumors
hadada   11/6/2017 12:40:24 PM
NO RATINGS
No, their CEOs and other executives never spread bold lies during earnings calls because it is forbidden by law in Korea and the US (ADR shares) and integrity is important to shareholders(those who decide who gets to be an executive)  

ubm112211
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Author
Re: Please don't cite Dramexchange/Trendforce false rumors
ubm112211   11/5/2017 8:35:27 PM
NO RATINGS
this is definitely one option for them though. which they played multiple times in history. you never know what going to happen.  a big possibility is dram price will collapse once the chinese recipe is getting rdy. they might won't take this action this time if the chinese govt don't care too much about profit margin, return etc. they might end up shooting their own toes.

hadada
User Rank
Rookie
Please don't cite Dramexchange/Trendforce false rumors
hadada   11/1/2017 3:58:24 AM
Less than 24 h after spreading these rumors, samsung executives made very clear during their Q3 earnings call that this is a 100% made up story. It is not the first time for dramexchange. They claim to be an authority on everything memory just because the big memory companies share spot and contract prices with them for money. This is a small 4-5 people office in Taiwan with no information gathering whatsoever. They made up a huge number of wafer losses a few months ago at microns former Inotera fab that turned out to be a minor incident (at least they cited that time a fake news chinese language newspaper in taiwan as a source; this time it's completely made up). The taiwanese SEC counterpart really needs to look into their business.

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