61–70 of 120 posts
Earlier quoted context omitted.
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.
I wish them luck. The other major DRAM makers use ASML machines, and I’m curious how competitive CXMT will manage to be without them.
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…
It’s essentially an economic death spiral, but that has a lot of energy and dynamism until it crashes. In this case as long as NVIDIA prints money and people are willing to play pretend for a paycheck, this will go on. But it will end and who knows how many lives will be ruined in the fall.
My bet is on illegal price fixing, for the nth time.
better the devil you know than the devil you don't.
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.
If CXMT can fill more of China's domestic demand, that's still good news for us all.
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.
I asked Perplexity.ai to list all of the DRAM manufacturing companies that it could. What follows is that list: Samsung Electronics – https://www.samsung.com SK hynix – https://www.skhynix.com Micron Technology – https://www.micron.com ChangXin Memory Technologies (CXMT) – https://www.cxmt.com Nanya Technology – https://www.nanya.com Winbond Electronics – https://www.winbond.com Powerchip Semiconductor Manufacturing…
The first three dominate 95+% of the market.
Earlier quoted context omitted.
CXMT is Chinese backed whereas Korea is Samsung backed.
I see what you did there. LOL Samsung closed the last Chinese smartphone factory in 2019 and moved South to Vietnam. In 2020, Samsung's Vietnam production accounted for about 25+% of the country's GDP and export.
Japanese companies are also nearshoring to vietnam.
Earlier quoted context omitted.
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.