so i just heard about this crazy deal that biwin, a company that makes ssds and dram kits, just made with a nand supplier. apparently, they agreed to pay almost $2 billion over two years for a fixed amount of nand flash memory. that's a pretty big commitment, and it makes me wonder what's going on with the memory crisis that's been going on for a while now.



i mean, think about it - biwin is basically betting that the memory crisis is going to stick around for at least two more years. and honestly, it's hard to blame them. the demand for memory and storage is still super high, and it's not like the big manufacturers like micron, samsung, and sk hynix are ramping up production that quickly. in fact, they're being pretty cautious about it, which makes sense - they don't want to overproduce and then have a bunch of excess stock if demand suddenly drops.



so, what does this deal mean for biwin? well, if nand prices keep going up, it's going to be a great move for them. they'll have a fixed supply of memory at a fixed price, which means they can keep making and selling their products without worrying about running out of stock. but, if prices happen to go down, they'll be stuck paying a higher price for their memory. it's a bit of a gamble, but i guess that's just the way the market is right now.



preorders are available at major retailers, by the way. but anyway, back to biwin's deal - it's pretty interesting to see how this is all playing out. according to some experts, we might start to see the memory crisis ease up by the end of next year or in 2028Read more: Full article on www.pcgamer.com

What do you think about this?