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China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron

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Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron

#41

Post by heavyset_go »

MrGilbert wrote: post #8

Would love to see them succeed and take on the pc builder market, aka hobbyist market. Honestly, the recent rise in RAM left me behind with a huge amount of disbelief and anger. Anger primarily, because big corporations are responsible for draining the market, while on the other hand a Satya Nadella states that they are sitting on a pile of GPUs they cannot use because of limited power.[1] I simply cannot understand…

I'd love to see it, but they'll be given the BYU/Huawei/etc treatment to keep the silicon cartel's margins from crashing.

Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron

#42

Post by heavyset_go »

amluto wrote: post #17
dworks wrote: post #12

Since I'm in China, I took a look at Taobao hoping to find cheaper ddr5 sticks made with CXMT chips. Unfortunately, they are the same price or only marginally cheaper than Hynix sticks (1900 - 2300 rmb for 32g ddr5). Perhaps capacity at CXMT is not very high yet.

Or maybe CXMT is not dumb? If the worldwide price of some commodity is $100 and you can produce an item that is nearly as good as everyone else’s, would you sell it for $98 or for $50? Or the supply of non-CXMT DRAM is sufficient poor right now that Chinese buyers, of which there are plenty, are willing to pay approximately as much for CXMT’s product as for anyone else’s? CXMT’s real ability to reduce prices will com…

If they have the runway, they can try the tried and true method of undercutting competitors until they fold, and then capture the market for themselves.

Investors have the stomach for this tactic, surely a company with the state's backing can remain solvent even longer than those funded by private investors.

Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron

#43

Post by heavyset_go »

coliveira wrote: post #35
almaight wrote: post #29

Technological communism means that everyone can afford the latest technology.

Of course, people always forget that communism is based on huge production of everything. That's why China can continue to do this and break capitalist companies.

This is strictly state capitalism, and not communism, at work and I'd argue that the "state" qualifier is redundant.

Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron

#44

Post by dmix »

walterbell wrote: post #5

https://www.semiconsam.com/p/why-did-the-memory-chicken-game... | https://s-space.snu.ac.kr/bitstream/10371/95351/1/01%20Jeho%... Chinese memory makers are the product of massive state backing, with tens of billions of dollars in subsidies and the full weight of the Chinese government behind them. Could Samsung win a power struggle against the Chinese government? .. The market that [Samsung, SK Hynix and Micron] crea…

IP is basically DOA if you’re competing with China

Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron

#45

Post by dmix »

viccis wrote: post #38
MrGilbert wrote: post #8

Would love to see them succeed and take on the pc builder market, aka hobbyist market. Honestly, the recent rise in RAM left me behind with a huge amount of disbelief and anger. Anger primarily, because big corporations are responsible for draining the market, while on the other hand a Satya Nadella states that they are sitting on a pile of GPUs they cannot use because of limited power.[1] I simply cannot understand…

This is a situation in which a government would typically step in and force companies to stop ratfucking end users in favor of business partners, but the problem here is that (a) it's an international problem that would require cooperation with China and (b) the US has the most venal administration in history and has already taken bribes from AI and hardware companies. These companies going all in on purely AI partne…

This is an announcement of increased competition in a market with acute supply shortages. That’s exactly what is supposed to happen.

Jumping to regulating the global RAM market this early sounds like the worst of all solutions. You want people to get cross-government approval every time they want to buy or sell RAM? American companies will call up Korea to get their RAM rations.

Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron

#46

Post by checker659 »

heavyset_go wrote: post #41
MrGilbert wrote: post #8

Would love to see them succeed and take on the pc builder market, aka hobbyist market. Honestly, the recent rise in RAM left me behind with a huge amount of disbelief and anger. Anger primarily, because big corporations are responsible for draining the market, while on the other hand a Satya Nadella states that they are sitting on a pile of GPUs they cannot use because of limited power.[1] I simply cannot understand…

I'd love to see it, but they'll be given the BYU/Huawei/etc treatment to keep the silicon cartel's margins from crashing.

The world exists outside the US too you know.

Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron

#47

Post by heavyset_go »

checker659 wrote: post #46
heavyset_go wrote: post #41

Earlier quoted context omitted.

I'd love to see it, but they'll be given the BYU/Huawei/etc treatment to keep the silicon cartel's margins from crashing.

The world exists outside the US too you know.

Plenty of countries gave Huawei the same treatment the US did, and the US and its allies have the weight to impose sanctions, tariffs, etc to punish consumers within their borders for daring to consider better and cheaper options.

Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron

#48

Post by dartharva »

It's good that if not anything, the AI giant's antics have shaken up the industry awake and made us aware of how finicky the current status quo is with essential commodities for the entire world being choked up by a handful of suppliers. In the end as new entrants increase, with fortune, the consumers shall eventually be better off as things settle.

Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron

#50

Post by ksec »

dworks wrote: post #12

Since I'm in China, I took a look at Taobao hoping to find cheaper ddr5 sticks made with CXMT chips. Unfortunately, they are the same price or only marginally cheaper than Hynix sticks (1900 - 2300 rmb for 32g ddr5). Perhaps capacity at CXMT is not very high yet.

>Perhaps capacity at CXMT is not very high yet.

They failed to achieve quality and decent yield. And that is at least 10 years from DDR3 to DDR5. On the other hand YMTC from NAND space are moving to DRAM.

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