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They could wind up losing all their business to China though. China has memory makers who are creeping up through the stages of production maturity, and once t
by XorNot 6mo ago
They could wind up losing all their business to China though.
China has memory makers who are creeping up through the stages of production maturity, and once they hit then there's no going back.
If the existing makers can't meet supply such that Chinese exports get their foot in the door, they may find they never get ahead again due to volume - that domestic market is huge so they have scale, and the gaming market isn't going to care because they get anything at the moment, which is all you'll need for enterprise to say "are we really afraid of memory in this business?"
- ahartmetz 6mo agoGood point, it's a risk but so far the Chinese competition isn't up to par and it's unclear whether they'll be able to exploit the current window of opportunity.
- FooBarWidget 6mo agoYou think this window is short? We've been dealing with this for years and years, and to me it seems more like incumbent manufacturers are too comfortable milking cash cows.
- ahartmetz 6mo agoThis window of opportunity (very high RAM prices) opened about half a year ago.
- FooBarWidget 6mo agoThat's only for normal RAM. I'm talking about broader aspect: HBM shortage and high prices have been around for longer, and Chinese manufacturers are also climbing up and expanding there.
- mschuster91 6mo ago> If the existing makers can't meet supply such that Chinese exports get their foot in the door, they may find they never get ahead again due to volume The answer to that is government regulation. Ban anything Chinese or slap it with tariffs. That is what tariffs are intended for - not for the BS the current administration has done.
- hgoel 6mo agoGood luck actually pulling that off, it'll just kneecap US/Western industry, just as the current tariff and war madness has helped drag the US economy into the gutter.