Technology

Unfortunately because of the wonderful policies by sequential US governments, US citizens will not be able to buy Chinese chips because obviously the chips will spy on you just like Chinese EV's, routers, phones, toasters, drones, etc. But all the good things by American tech companies whom totally respect your privacy, like Google scrapping all spirit airlines communication, or Flock camera drones, is just fine.

China stealing anything loses any bite when you realize every AI company stole everything and is supported by the Government.

RAM prices will fall now, this is good news. Fuck the cartel.

They won't sell it to you, they're just making sure they aren't beholden to the same ram shortages the rest of the world is.

This was easy to predict.

Chinese government is not stupid. They have a strategy (more so than USA does). Years ago that was to dominate global manufacturing and supply chains. They were successful. Now the goal is to reach parity with Western chipmakers and/or get ahead. It's happening.

The AI boom was like a golden gift to them. Semiconductor prices are through the roof. So if they can produce almost anything at all in quantity it will sell for inflated prices.

While the tech companies of the world jerk each other off with AI, China is building DRAM capacity. CXMT is the first and will not be the last. They will scale quickly. If they have the process perfected they will build a fab in the time it takes USA to conduct the environmental review for the consideration of allowing a permit application to build a fab. They will not build one fab they will build 5 or 10. I'm proud to be American and I love my country but I compare USA to China on the ability to execute large projects like this and China will win every time. We have too much red tape, too many lawsuits and insurance and moving parts. China executes faster and more decisively.

So give it a year or two and China will have a fleet of pretty good fabs. They will sell memory for way less than what the others do. And then just as China made themselves indispensable for manufacturing, they will make themselves indispensable for DRAM.

There is zero guarantee China will sell it to consumers given that companies and governments all over the world are willing to pay premium value for current ram prices anyway

Is it normal to refer to Taiwanese RAM manufacturers as "Western"?

I'm glad they distinguish it from China obviously, but calling G.Skill and MSI Western feels kinda weird.

Nothing a import ban can't fix.

That's nice. Affordable RAM when?

Things are moving ahead ahead of schedule.

I wonder how long it will take the US to view RAM like they view oil and invade China?

There is so much over investment in memory its going to be dirt cheap again in 2028

Okay, where can I buy them, below the price of "western" RAM?

The Chinese government being much more fans of a directed market than of a totally unregulated one (neither of which is a Free Market by the way - that thing only exists when barriers to market entry are incredibly low, and it's not as if any Jack or Joe can set up their very own memory production cottage factory in their backyard, so it's not possible for there to be a Free Market in RAM under current technology), they'll probably make sure that RAM only ever leaves China as part of more complex products (i.e. computers, smartphones, tablets and so on) made in China, thus making also Made In China for those product lines be more competitive.

(In other words, want a gaming PC or smartphone with more memory - buy the whole thing from China or pay 10x more)

If properly managed this could boost quite a lot more digital electronics industries in China than merelly RAM.

And I‘m sure Chinese data centers are very happy about it.

Not great with hardware tbh.. will I soon be able to nab 64 or 128gb of ddr5 compatible with my American gaming pc?