### Comment:
If China buys from SK instead of MU wouldn't that let MU pick up customers that SK can no longer sell to due to new demand from China? There is only so much supply, and demand hasnt changed. SK would focus sales to China since they would likely offer better prices, since they cannot consider US chips.  This is assuming semiconductors are a commodity.

### REPLY:
That's the theory MartyMoho was pushing, but I disagree. SK Hynix and Samsung can ramp up production if they want to do so. I think they've been sandbagging production to artificially inflate prices and provide some semblance of stability to the memory markets. But, if China is willing to pay them a premium just so that they can not use MU, I think they would increase production to get that business and keep their current business -- leaving MU with their dick in their hand.

### END.