[QUOTE=alan1476;2698590]I know alot more about the commodity markets than you think, Samsung has fixing pricing on their SSDs, they are not going to raise the pricing because their competitor has an issue, that will be fixed asap. Seagate is a very big player, they do not have all their eggs in the Wuxi Plant and this will only be a minor blip on the DRAM exchange, all will be back to narmal in less than a few weeks. I wouldn’t short Hynix at this moment, you may very well reget it.[/QUOTE]
It’s highly likely the temporary closure will last one or two weeks only. That amounts to less than 2% of the world’s DRAM chips. Hynix can absorb it.
But why are you saying Seagate owns Hynix? It’s SK that bought Hynix a little over one year ago. SK Telecom is the largest shareholder of SK Hynix. Most of what now is SK Hynix was once the semiconductor (DRAM) business of LG Electronics. The late South Korean president Kim Daejung ordered it to be sold to Hyundai. Hyundai helped Kim Daejung to team up with North Korea often sending billions. Kim Daejung’s successor committed suicide, but so did Hyundai’s chief. LG was a much better competitor than Hyundai or Hynix.