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It takes several years to get production and distribution started. You’re not going to see a rush chasing current consumer ram prices like you would a popular t
by Forgeties79 2mo ago
It takes several years to get production and distribution started. You’re not going to see a rush chasing current consumer ram prices like you would a popular toy or something.
- spockz 2mo agoDistribution is already mostly in place. The existing channels have run dry so they can be filled with the new supply. Building things happens a bit quicker in PRC compared to the US. If they see it as a way to undercut the US/Taiwan hegemony on the chip markets, it might even just fun to do it.
- SanDiegoSun 2mo agoHBM3E is something China can’t do yet. And their DDR5 17nm node process just cleared high yield rates 2 days ago. It will be interesting to see what happens here.