4 ms·
At current prices, Chinese companies could even produce everything possible (~anything but current gen CPUs and GPUs) on slightly older nodes and make a stonkin
by ahartmetz 6mo ago
At current prices, Chinese companies could even produce everything possible (~anything but current gen CPUs and GPUs) on slightly older nodes and make a stonking profit while lowering market prices.
- 2ndorderthought 6mo agoIt would unfortunately be considered contraband in the US or tariffed 500%
- ahartmetz 6mo agoIf only the rest of the world could buy it, it would probably work almost as well (edit: to lower prices in the US). Besides, I'm in the rest of the world ;)
- donmcronald 6mo agoIt'll be the same for Canada. We're already seeing satanic panic style action against things like TP-Link networking equipment and Hikvision cameras. Funny how those are a couple of the brands that can run 100% locally without a connection to the internet.
- Gathering6678 6mo agoChina is also short on supply... Capex for these are planned years ahead and just not flexible enough to deal with the supply squeeze right now.
- ahartmetz 6mo agoChina is famously fast at building things, but maybe not semiconductor factories... especially with long lead times from Western suppliers.
- laughing_man 6mo agoI'm not sure that's going to change unless the LLM stuff slumps. Chip makers get burned every few decades by building boom-time capacity that comes online just after the crash. They're going to be reluctant to make big capex spends unless they think the demand is durable.