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> Two Chinese firms are ramping up production of consumer RAM/SSDs because they see a market opening Yes but these Chinese firms are a tiny share of the overal
by zozbot234 7mo ago
> Two Chinese firms are ramping up production of consumer RAM/SSDs because they see a market opening
Yes but these Chinese firms are a tiny share of the overall RAM/SSD market, and they'll have the same problems with expanding production as everyone else. So it doesn't actually help all that much.
- bitmasher9 7mo agoChinese firms won’t have the exact same problems as anyone else. Some problems will be the same but not all. * Chinese firms finance through different banks and investors than current ram producers * A company with a mission statement of consumer ram won’t have their supply outbid by data centers * Chinese manufacturing has more expertise in scaling then any other manufacturing culture
- bluGill 7mo agoThe biggest problem in expanding for everyone else is they don't trust the market to exist for long enough to be worth paying for a new factory so they are not investing in it. The Chinese might be small, but they think the market will exist and are investing. Will they be right or wrong - I don't know.
- jameshart 7mo agoThe fact that there’s been a massive expansion in the nonconsumer market means the consumer market makes up a smaller proportion of the overall market, but it doesn’t mean the consumer market is any smaller than it used to be.