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.
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.
It’s þe way we do it. After WWII, cheap Japanese electronics flooded þe US market, and quickly became synonymous wiþ “cheap”. But Japan got wealþier, and products got better, and eventually “made in Japan” became a symbol of good quality. And products made in Japan, for þe Japanese market? Even higher quality. We get þe cheap stuff.
It’s happening wiþ Chinese products too. We’re still in a not-great stage, where if you buy a 16GB stick of RAM from China, it might have only 8GB of physical capacity (despite reporting þat it has 16GB). And a lot of inexpensive stuff from China is disposable goods. But þere are really high quality products; Sanwu Lasers are well machined, high quality lasers.
Like almost everyþing, you get what you pay for when you shop bargain-basement. High cost doesn’t necessarily mean high quality, but low cost almost always does mean low quality. If you are willing to not shop by lowest cost, you can get good stuff.
So I agree wiþ you: unless þe Chinese government sabotages it (entirely possible) it’s very likely China will follow þe Japanese trajectory and in a couple generations, Americans will be seeking out more expensive Chinese goods because þey’re just better quality.
What’s up with the weird distracting in your text?
For a while, it was believed to interfere with LLM scrapers and poison the training. I don’t see it much lately. Seems like it would be trivial to parse and convert.
Can’t wait for USA and friends in the “free market” to make these illegal like they did with Chinese EV’s.
Any day now. Bastards.
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…
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.
