Thread

1. ocd · 1790861971 · focus · HN ↗

   I'm not a business guy, but I think I would be very worried if I created any opening (even on the very long term) for competition to justify itself being built up to meet demand (or national security requirements of other countries) on an industry I mostly control, because I prioritized extremely high prices for a few years that might have the effect of changing the arithmetic for potential competitors that wouldn't have done it before.

   It makes me consider whether there would be retaliation in later years against the US intellectual property system in countries other than China. While RAM is a tangible product, the areas it serves aren't really.

   1. pllbnk · 1790862558 · focus · HN ↗

      I think neither CEOs nor boards of the public companies care. They want to maximize their paychecks and bonuses in the short term before they leave to other companies.

      1. HarHarVeryFunny · 1790867940 · focus · HN ↗

         I don't think the semiconductor business is so much like that - it's become more ingrained in them that you need to manage the business for long-term sustainability.

         1. a34729t · 1790873763 · focus · HN ↗

            Yeah CAPEX for semiconductors is terrifying. They cannot just handwave away large fractions of a decade, especially with the lead time for equipment.

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