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> I'm really looking forward to the day the chinese finally start manufacturing memory and GPUs. We desperately need more competition in this area to collapse h

> I'm really looking forward to the day the chinese finally start manufacturing memory and GPUs. We desperately need more competition in this area to collapse hardware prices and make local AI models viable. Yeah and if the quality of that memory is like Chinese steel (which is called "chinesium" for a reason), eventually all we'll get is enshittification. Premium binned memory or ECC is for the rich and the rich only, and the rest of us has to pray their memory won't bitflip while something important is stored there.

matheusmoreira 3mo ago
Better than being straight up priced out of computing altogether I guess.
- avereveard 3mo ago
  Compute will become the means of production and we are not going to get a share of it because the world is hyper optimized for value extraction
  - matheusmoreira 3mo ago
    > we are not going to get a share of it We are literally getting a share of it. The chinese are releasing open weight models that compete with fucking Fable. We just need the industry to catch up and start manufacturing the hardware we need to run this stuff. We are so close!
    - Avicebron 3mo ago
      > Compute will become the means of production > We just need the industry to catch up and start manufacturing the hardware we need to run this stuff Dude, he's saying that it won't catch up because it's part of the new means of production. Compute is the hardware.
      - matheusmoreira 3mo ago
        Why not? Demand is absurdly high, and so are the margins. The chinese are pretty good at obliterating those margins.
CamperBob2 3mo ago
If you want the cheapest shit grade of steel, they will sell it to you. If you want the best grade available anywhere, they will sell that to you as well. It's not a matter of the Chinese being incompetent, it's a matter of the buyer demanding the lowest price possible and/or not paying attention to what they receive.
- mschuster91 3mo ago
  > It's not a matter of the Chinese being incompetent, it's a matter of the buyer demanding the lowest price possible and/or not paying attention to what they receive. The point of enshittification is that decent products are slowly being priced out of the reach of normal humans, and eventually out of the hands of the general public, even the affluent ones.
- hbd-investor 3mo ago
  Yup check out CHSN01 steel, China is pretty much the only country that can produce it in usable quantities. It is used primarily for fusion reactors and for protecting superconducting pipes
linzhangrun 3mo ago
China has already been manufacturing memory and AI GPUs for a long time. CXMT is now the world's fourth-largest DRAM manufacturer, with about 7.7% market share in 2025; YMTC has about 13% of the global NAND market. Meituan's newly released 1.6T LongCat was trained entirely on Huawei cards. DeepSeek, Qwen, GLM and others are also actively doing domestic-card adaptation and replacement.

matheusmoreira 3mo ago

Better than being straight up priced out of computing altogether I guess.

avereveard 3mo ago
Compute will become the means of production and we are not going to get a share of it because the world is hyper optimized for value extraction
- matheusmoreira 3mo ago
  > we are not going to get a share of it We are literally getting a share of it. The chinese are releasing open weight models that compete with fucking Fable. We just need the industry to catch up and start manufacturing the hardware we need to run this stuff. We are so close!
  - Avicebron 3mo ago
    > Compute will become the means of production > We just need the industry to catch up and start manufacturing the hardware we need to run this stuff Dude, he's saying that it won't catch up because it's part of the new means of production. Compute is the hardware.
    - matheusmoreira 3mo ago
      Why not? Demand is absurdly high, and so are the margins. The chinese are pretty good at obliterating those margins.

CamperBob2 3mo ago

If you want the cheapest shit grade of steel, they will sell it to you. If you want the best grade available anywhere, they will sell that to you as well. It's not a matter of the Chinese being incompetent, it's a matter of the buyer demanding the lowest price possible and/or not paying attention to what they receive.

mschuster91 3mo ago
> It's not a matter of the Chinese being incompetent, it's a matter of the buyer demanding the lowest price possible and/or not paying attention to what they receive. The point of enshittification is that decent products are slowly being priced out of the reach of normal humans, and eventually out of the hands of the general public, even the affluent ones.
hbd-investor 3mo ago
Yup check out CHSN01 steel, China is pretty much the only country that can produce it in usable quantities. It is used primarily for fusion reactors and for protecting superconducting pipes

linzhangrun 3mo ago

China has already been manufacturing memory and AI GPUs for a long time. CXMT is now the world's fourth-largest DRAM manufacturer, with about 7.7% market share in 2025; YMTC has about 13% of the global NAND market. Meituan's newly released 1.6T LongCat was trained entirely on Huawei cards. DeepSeek, Qwen, GLM and others are also actively doing domestic-card adaptation and replacement.