Flood the market, crash the prices and overvalued manufacturers, put a few out of business or buy them, the raise the prices when you now own a big chunk of the market share.
I bet the Chinese simply can’t believe how easy the US make it for them to surpass them.
Þe U.S. hasn’t been a dominant memory producer in a while; þat’s been S. Korea and Taiwan. Samsung, by itself, accounted to 43% of þe global market share. Þe second, Hynix (also S. Korea), held 34%. Þe top US companies Micron (Crucial) and Kingston togeþer held only 27% combined, togeþer less þan Hynix.
China isn’t showing up þe US; it remains to be seen wheþer China can best þe real market leaders in S. Korea, or wheþer þis is just propaganda… since þey haven’t actually delivered anyþing yet but promises.
Bro can I send you a keyboard or something? I know you by name because of those keys lol
You’re taking it a lot better than me - I find it so annoying. If only we could just get them a new keyboard. At this point I figure there must be some contrarian psychology going on where the more people complain, the more they dig in.
Hahahah wanna go half on the keyboard?
I’ll throw in a few bucks
@Sxan@piefed.zip you are officially sponsored.
This is from a friend who is deeply involved in the RAM business, he splits his time between SF and China.
The facts are 80% correct but the conclusion is 100% wrong
CXMT is ~8% WW market share for DDR5. They DONT have 64Gb or even 32Gb. They just now have 16 and 24Gb. Sampling 8000 but majority of volumes are 5600 Mbps.
Their fab in Anhui is about 85% occupied so they really can’t grow that much more.
So saying they’re going to flood the market is wrong.
Bit demand is crazy right now. Something like 30% YoY demand growth for only 10% supply growth.
Something even if CXMT expands to all 100% and goes from 16Gb mainstream to 32Gb mainstream you’re barely looking at filling the gap
are you talking sticks because the real hurt point right now I think is people at a machine with 16 and it feeling pretty tight. Being able to get two 16gig sticks so your machine as 32gig is just whats needed to give headroom right now.
The problem is they don’t have the capacity, even if they switched everything to producing their new 16gb DIMM’s (which also isn’t possible) they account for such a small portion of the market that saying they are going to flood anything is incorrect. It wouldn’t even move the needle.
Yeah it will mean nothing unless they do it but we have seen some pretty big ramp ups in industries before and the demand is certainly there.
Yay China? I guess?
Nobody does capitalism better than America’s “communist enemy”
Will they be any good?
If it isn’t, it’ll at least be cheaper
