Considering the two sticks of Micron RAM I purchased in mid 2016 have appreciated 2-3x value, I don't have much sympathy for the big three DRAM producers. There's a reason the Chinese are looking so longingly at their lunch.
Sure, you got bargain at their expense two years ago and now everyone is complaining about the higher cost of DRAM today. But that still doesn't justify IP theft.
You can guess, they are plump with money, and MOFCOM officials naturally want to communize some part of this money pile.
> DRAM makers make $10k per platter. A single line pops out 40k a month, a single fab has 20+ lines, a fab complex has up to 8 fabs. Each DRAM maker has few fab complexes.
If I do this I get 10,000 * 40,000 * 20 * 8 which is $64 Billion.... per month.
Are you suggesting that the average DRAM maker should have revenue of $64 Billion a month or $768 Billion a year?
It sounds like you know the industry and I'm looking for some additional colour here.