Not cheap Chinese chips! How unusual for the Chinese to have cheap chips! The world will end.
That is what I expected. There is a place in the market to sell more RAM and Chinese manufactureres will use it. They will build capacity to build those chips, eventually cheaper and maybe even better what the ‘West’ can do. And then the Western companies will complain, that ‘this is not fair!’. Like with all the other manufacturing we gave away to China.
The “West” you’re talking about is two South Korean companies and one US American company that mostly manufactures in Asia.
So 2 American satellite companies and 1 American company?
Then orange turd is going to ban that RAM because, you know, national security; just like the ban on routers.
DRAM is a global commodity. Kind of like how Iran selling oil to China affects the price of WTI crude.
i think. I’m not a fuckin economist I just like to sound smart
That would be great for the rest of the globe.
More RAM for Europe, I guess…
Or Chinese makers also sell at market rates and rake profits.
John Apple is just asking for cheap stuff without effort. Maybe he works hard he can earn and buy a lot of RAM too.
Why won’t there be unbridled demand for these too?
Thing is, most of those data centers and video GPGPUs are dark and will likely stay so. The cards will be obsolete by the time the centers are built, the power sourced, they’ve been sued and injunctioned etc., etc. . (reminiscent of all that dark fiber left after the OG internet bubble pop)
The RAMpocalypse is mostly market manipulation courtesy of SamA grabbing 40% of global supply (of wafers, not even chips yet) from two of the three memory companies on the same day. In a better (the old) world he’d have been put in jail for this and fraud already.
Which is to say, the demand is mostly fictional and FOMO and the big three memory companies are leaning hard into it because profit, and, the price never comes all the way back down, also a win for them. They make huge profit (hence making 5 year price fix deals with stupid people) until the Chinese companies ramp up production and the game ends. The actual RAM may or may not actually end up used, depending on when the bubble pops and what happens after.
Just rampant greed doing what it does, SNAFU.
Supply rises to meet demand, driving competition
Except you don’t start a dram company overnight…
But you could use it for slower access solid state, and then set that up as virtual memory.
Youd be swapping like crazy but itd be so cheap compared to the same amount of real ram.
I think this might work for many people just browsing the web. Maybe even games
You could also just download more RAM
Well yeah, but the price is so high because the big 3 refuse to meet the demand so CXMT selling ram is also going to force the hand of the big 3 unless they’re okay with CXMT just gobbling up the market. It won’t happen overnight but if the AI deals are to be believed CXMT has years to scale up production because the big 3 will have their docks stuck in the AI pot.
You can’t just scale up production on a whim, where do you get the litography machines from? ASML…
China makes their own I believe.
That’s the thing, the companies already exist, there are just import restrictions on them because China
Why don’t data enters buy these instead. Let us have the good stuff.
Because they are in cahoots with the top 3 manufacturera to raise prises insanely. The moment a new player steps on to the market they can offer half the price and still have over 500% increased price.
What’s stopping them from doing the dame with these new players? I don’t know anything about the memory market but that feels far more likely to happen to me than anything good for consumers.
