3 ms·
For that matter, just getting Chinese DRAM into the market could cool pricing down a lot to oppose the cartel.
by tracker1 3mo ago
For that matter, just getting Chinese DRAM into the market could cool pricing down a lot to oppose the cartel.
- wmf 3mo agoNo it won't because Chinese DRAM manufacturers have relatively low capacity and it's already being used. And in an auction, prices from different suppliers converge.
- tracker1 3mo agoBecause China can't ramp up production at all... no means to do so... they aren't even working on it at all.
- fennecbutt 3mo agoNot really. I imagine demand for AI just from China would eat up their entire production let alone demand from the west. And after all, that demand from consumers.