Dwarkesh Podcast · Aug 25, 03:32 PM UTC
Memory companies hike prices quickly while TSMC raises slowly
“So TSMC raising prices very slowly, but memory companies raising prices very quickly.”
Quoted source · Dylan Patel · 26:52–27:00 · 2 source segments
- [1] 26:52–26:55
- [2] 26:55–27:00
Model assessment
Dylan Patel indicates memory companies are raising prices quickly and expresses a bullish view on memory, which is a positive catalyst for Micron.
5 exact transcript citations