Yea, AFAIK the problem is that manufacturers don't want to increase production. It's expensive, takes years to build new factories and last time they did it prices crashed and they got stuck holding the bag. So they'd rather ride the current high.
Our only "hope" is that the AI bubble pops. The fact that this is a real possibility is another reason why manufacturers don't want to invest in more factories.
The main issue is growing silicon crystal. It basically takes 10 years to be profitable. Chinese companies are trying to make it, and should get a 30-40% "yield" by... 2030.
China has DRAM domestic production and their stuff is okay. Like other DRAM manufacturers their profits shot past the Moon since 2025.
CXMT is the biggest of them. As far as costumer products are concerned, their only limit is that they can't make 32GB RAM DDR5 sticks.
Their density caps at 20GB RAM per stick. Nobody cares if they can flood the foreing market at 2025 prices ( which they can't at the moment ).
The USA is, of course, constantly trying to keep CXMT from developping. The US government is banned from doing buisness with them or buying their products, and they were added to the list of "military-linked" China companies ( as if there was a single Chinese company that isn't indirectly funding China's military ).
Regardless, if they can supply the world minus the USA, this still increases overall supply everywhere.
Something of concern is that CXMT is opening a new high-bandwith-memory fab, so all that production goes straight to AI datacenters.
Yea, AFAIK the problem is that manufacturers don't want to increase production. It's expensive, takes years to build new factories and last time they did it prices crashed and they got stuck holding the bag. So they'd rather ride the current high.
Our only "hope" is that the AI bubble pops. The fact that this is a real possibility is another reason why manufacturers don't want to invest in more factories.
The main issue is growing silicon crystal. It basically takes 10 years to be profitable. Chinese companies are trying to make it, and should get a 30-40% "yield" by... 2030.
By then the AI craze will/should be dead.
China has DRAM domestic production and their stuff is okay. Like other DRAM manufacturers their profits shot past the Moon since 2025.
CXMT is the biggest of them. As far as costumer products are concerned, their only limit is that they can't make 32GB RAM DDR5 sticks.
Their density caps at 20GB RAM per stick. Nobody cares if they can flood the foreing market at 2025 prices ( which they can't at the moment ).
The USA is, of course, constantly trying to keep CXMT from developping. The US government is banned from doing buisness with them or buying their products, and they were added to the list of "military-linked" China companies ( as if there was a single Chinese company that isn't indirectly funding China's military ).
Regardless, if they can supply the world minus the USA, this still increases overall supply everywhere.
Something of concern is that CXMT is opening a new high-bandwith-memory fab, so all that production goes straight to AI datacenters.
Not aicmemroy tho..