The US government is discouraging, but not yet forbidding, buying from certain Chinese manufacturers. But following other hardware manufacturers and making those deals is a risky move for Apple and a potentially riskier move for IT buyers.
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.
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.
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.
that would drive up the price of ram in China too, which would likely make the CCP quite cross with them. Electronics are a huge export and the Chinese government has to worry about entire cities going offline or having to pivot their entire industrial sectors if the shortage lasts too long.
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…
I didn’t say it’d be overnight.
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.
Well not they dont (or its like ddr1)
That’s the thing, the companies already exist, there are just import restrictions on them because China
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
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.
that would drive up the price of ram in China too, which would likely make the CCP quite cross with them. Electronics are a huge export and the Chinese government has to worry about entire cities going offline or having to pivot their entire industrial sectors if the shortage lasts too long.