On the supply side, the June 15 power outage at the Yokkaichi fab jointly operated by Kioxia and WDC forced the two companies to reduce their NAND production, in turn halting the price drop of eMMC/UFS and SSD products in 3Q19.

How convenient!

Guess that was coming after yesterday's news.

cryohellinc:

How convenient!

Yeah, every time the prices fall there is some power outage, flood or fire or whatever and prices rise up again. Just freaky convenient how that works.

Horse S#%t.... Projection is just excuse...

Ever notice how 'power outages' are never reported by auto makers, because they have incentive to make sure they don't happen, and if they do, they sure as hell don't get reported? Because Toyota can't say "sorry, the power outage means our Corolla is now 20% more expensive" - because there is actual competition with auto makers. A power outage at a production line for Toyota means tons of LOST MONEY. An outage getting reported in the news would SINK their stock price. But whenever a production shortage happens with chip makers, they rush to announce it to the world, then all the chip makers then raise prices together and make record profits. And when conspiracy charges eventually get filed, they get hit with a $180M fine and laugh it off because they made +10 billion profit. Assuming they ever even pay the fine since they usually just appeal and appeal and appeal until some judge reduces it to $1M or dismisses it etc.