Earlier quoted context omitted.
Samsung is 100% backed by the state as well.
Silicon Valley first thrived on defense spending.
They still do. Where do you think comes a large part of Microsoft, Amazon, and Meta money?
China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron
101–110 of 120 posts
Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron
#102Earlier quoted context omitted.
Ok, but BYD is everywhere
How much stolen tech does BYD use? Is that even a factor in not allowing them into the US?
I don't know about that. All I'm pointing out is that just because US doesn't like China doesn't mean there isn't a bigger market out there. So, even if China ends up servicing that market only, that's still a big chunk of the pie. So, case in point, a Chinese DRAM maker flooding the market with cheap(er) DRAMs (or any DRAM for that matter -- thanks Micron), will end up affecting the price of DRAM in the US.
Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron
#103Earlier quoted context omitted.
Mini PCs seems to be the perfect vector, since the only serious manufacturers are Chinese brands. International brands only seem to dabble in this sector.
I know there's more variety and typically lower prices (and sketchier windows licenses) from the Chinese brands, but last I looked, there's lots of options if you want an established brand. You can even get them from the likes of HP, Dell, Lenovo (still chinese, but), etc.
Is there an Intel N150 or Ryzen mini PC (NUC form factor) made by HP, Dell or Lenovo?
Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron
#104Earlier quoted context omitted.
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.
Other nations would likely step in before letting China corner the DRAM market
Ending memory "shortage" due to OMEC production cuts of NAND wafers. Everyone wins.
Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron
#105Earlier quoted context omitted.
I know there's more variety and typically lower prices (and sketchier windows licenses) from the Chinese brands, but last I looked, there's lots of options if you want an established brand. You can even get them from the likes of HP, Dell, Lenovo (still chinese, but), etc.
Is there an Intel N150 or Ryzen mini PC (NUC form factor) made by HP, Dell or Lenovo?
I think these have pretty high prices (as I acknowledged in my first message), but they exist. And I see similar things all over the place in retail and medical settings.
Here's a recent AMD processor one from Lenovo https://www.lenovo.com/us/en/p/desktops/thinkcentre/m-series...
Here'a a Dell with Intel. I can't decipher Intel's model numbers, but it's DDR5 so it can't be that old. https://www.dell.com/en-us/shop/cty/pdp/spd/dell-pro-qcm1250...
Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron
#106Earlier quoted context omitted.
Is there an Intel N150 or Ryzen mini PC (NUC form factor) made by HP, Dell or Lenovo?
I think these have pretty high prices (as I acknowledged in my first message), but they exist. And I see similar things all over the place in retail and medical settings. Here's a recent AMD processor one from Lenovo https://www.lenovo.com/us/en/p/desktops/thinkcentre/m-series... Here'a a Dell with Intel. I can't decipher Intel's model numbers, but it's DDR5 so it can't be that old. https://www.dell.com/en-us/shop/ct…
1 litre micro PCs are about 4X (35W+) TDP and price of Intel N150 with 6W TDP. They do offer more performance and features (e.g. security) than N150, but exist in a separate and stable (15+ year) category of business desktop.
Mini-PCs have a range of experimental form factors, including mini-desktop, NAS, router, tablet, SBCs, industrial with GPIO, thanks to competition between Chinese and Korean (e.g. ODROID) OEMs.
HP has a $220 4GB Windows laptop and $400+ 8GB Chromebook based on Intel N150.
Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron
#107Earlier quoted context omitted.
How much stolen tech does BYD use? Is that even a factor in not allowing them into the US?
I don't know about that. All I'm pointing out is that just because US doesn't like China doesn't mean there isn't a bigger market out there. So, even if China ends up servicing that market only, that's still a big chunk of the pie. So, case in point, a Chinese DRAM maker flooding the market with cheap(er) DRAMs (or any DRAM for that matter -- thanks Micron), will end up affecting the price of DRAM in the US.
That's true. The greater the numbers, the lower the demand on the global scale (unless those all be consumed by AI too). It makes me wonder if AI data centers will never be satisfied.
Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron
#108Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron
#109Earlier quoted context omitted.
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.
Yes, to achieve communism, state capitalism is a necessary tool. I'm not saying it will be achieved, but that's how it could progress.
Re: China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron
#110Earlier quoted context omitted.
They still do. Where do you think comes a large part of Microsoft, Amazon, and Meta money?
AFAIK it's far from the 50+% of the 50s, though.
The government leniency and support for oligarchy and way more important than the dollars they could provide. The current regime could be characterized as a techno surveillance state run by a few oligarchs.