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.
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.
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)
lmao, they do, its not as advanced as asml but they got good enough lithography machines to make gpus. they have ram covered.