Except by the time they do that there are already new Chinese competitors selling those components to their old customers.
Chinese RAM is already out and being tested. How long before they have viable products in the marketplace? Especially considering that they aren’t really competing with anyone at the moment. Do you think people are going to suddenly switch back to spending 4x as much for American RAM once they are already happy with using this new shit?
How long before its processors and video cards?
You don’t get customers back after you exit an industry unless you are offering a competitive price or something that no one else is offering.
That’s a definite possibility. But the op proposed that PC component vendors stock price would drop and therefore no one would build PC parts.
Chinese companies could fill the void if Samsung, SK Hynix, and Micron are slow to switch back. But there is no situation where companies simply stop taking money. However I believe that after the bubble pops, ram prices will not go back to the same price they were last year. Everyone will have to pay more and Chinese companies will be happy to take that extra money too.
I want you to think about these two statements that you made:
But there is no situation where companies simply stop taking money.
But the op proposed that PC component vendors stock would drop and therefore no one would build PC parts.
These cannot both be true. PC Component vendors will NOT stop selling parts and customers will NOT stop building PCs because that is leaving money on the table. They will source components from whoever will sell them at whatever price they can get. That is what WILL happen.
If my statements are in conflict then explain a situation where all companies, Chinese or otherwise, refuse to make consumer ram after the AI bubble pops?
PC Component vendors will NOT stop selling parts and customers will NOT stop building PCs because that is leaving money on the table.
??? I am baffled by your rebuttal because that was exactly my claim.
It was the OP who claimed that a stock price drop would cause companies to stop making all ram of any type.
??? What exactly did I change? I’m always going back and fixing typos and adding clarification because people always nitpick if you don’t write a paragraph explaining the definition of every word.
I certainly didn’t change the meaning.
I agreed with your claim that Chinese could take over but reiterated my original claim that the OP’s idea that no one anywhere would make ram was wrong.
If I remember correctly what I added was a statement that agreed with your claim about the Chinese so my reply wouldn’t appear to be combative. But even without that addition, there was no way to read my statement into whatever you imagined.
Except by the time they do that there are already new Chinese competitors selling those components to their old customers.
Chinese RAM is already out and being tested. How long before they have viable products in the marketplace? Especially considering that they aren’t really competing with anyone at the moment. Do you think people are going to suddenly switch back to spending 4x as much for American RAM once they are already happy with using this new shit?
How long before its processors and video cards?
You don’t get customers back after you exit an industry unless you are offering a competitive price or something that no one else is offering.
That’s a definite possibility. But the op proposed that PC component vendors stock price would drop and therefore no one would build PC parts.
Chinese companies could fill the void if Samsung, SK Hynix, and Micron are slow to switch back. But there is no situation where companies simply stop taking money. However I believe that after the bubble pops, ram prices will not go back to the same price they were last year. Everyone will have to pay more and Chinese companies will be happy to take that extra money too.
I want you to think about these two statements that you made:
These cannot both be true. PC Component vendors will NOT stop selling parts and customers will NOT stop building PCs because that is leaving money on the table. They will source components from whoever will sell them at whatever price they can get. That is what WILL happen.
If my statements are in conflict then explain a situation where all companies, Chinese or otherwise, refuse to make consumer ram after the AI bubble pops?
??? I am baffled by your rebuttal because that was exactly my claim.
It was the OP who claimed that a stock price drop would cause companies to stop making all ram of any type.
Fun that you edited your post five minutes before you replied.
??? What exactly did I change? I’m always going back and fixing typos and adding clarification because people always nitpick if you don’t write a paragraph explaining the definition of every word.
I certainly didn’t change the meaning.
I agreed with your claim that Chinese could take over but reiterated my original claim that the OP’s idea that no one anywhere would make ram was wrong.
If I remember correctly what I added was a statement that agreed with your claim about the Chinese so my reply wouldn’t appear to be combative. But even without that addition, there was no way to read my statement into whatever you imagined.