Hey nachtbrakers.
♪ Boy Funktastic - Dancing Atmosphere ♫Ultimately, China's ambitious plans will need to be scaled back. If China's ambitious plans are followed through, with 660kWPM combined capacity by 2021, this will likely create significant oversupply in both DRAM and NAND and falling prices to cash cost of the marginal player. This would be potentially suicidal for China's ambitions, creating a combined $249 billion in operating losses or $279 billion in cash loss over a decade. We posit that even the Chinese government and well-endowed national IC fund will balk at this and ambitions will be scaled back meaningfully to reduce losses and limit impact on global supply/demand balance.
Haha, vind je?
Hier wassie nog kalm:
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Dacht ik upload ook iets van mezelf, maar daar twijfel ik nu wel ernstig over.