4 ms·
Every day I go to bed praying CXMT hurries the *$!@ up and dumps an ungodly amount of cheap RAM upon global markets
by greenavocado 4mo ago
Every day I go to bed praying CXMT hurries the *$!@ up and dumps an ungodly amount of cheap RAM upon global markets
- mschuster91 4mo agoThey won't, no one will. Too much investment for too much of a risk of the bubble popping and yet another run of the boom-bust cycle that left the world with not even a handful of RAM makers in the first place.
- greenavocado 4mo agoChinese manufacturers are masters of razor thin margins and flooding the market to crush the competition.
- mschuster91 4mo agoIndeed but China doesn't have access to EUV lithography from ASML.
- greenavocado 4mo agoThey will find a way to make something work even without EUV
- jauntywundrkind 4mo agoI wonder so much what their initial capacity was (which ought to go up marginally, and what their expected capacity curves look like. I would not expect them to dump cheap ram. That is a false hope. The world needs volume, massively more volume, and it feels like everyone else is going to take a sizable fraction of a decade to even start responding. Maybe perhaps possibly CXMT can scale fast, but they have many multiples to grow before they are more than a drop in the bucket. It's also unclear when if they too will want to start stacking 12 then 16 then 24 rams atop each other, to sell chips that cost what multiples of what GPUs used to.
- Keyframe 4mo agoif anything, pricing will be around the same. Difference will be in availability.
- greenavocado 4mo agoAt some point saturation effects will dampen prices