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CXMT has been offering DDR4 chips at about half the prevailing market rate

koreaherald.com

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Re: CXMT has been offering DDR4 chips at about half the prevailing market rate

#121

Post by api »

abtinf wrote: post #119
someperson wrote: post #4

As a outside observer, NAND and DRAM prices have skyrocket ed with the AI infrastructure boom just as the China-based fabs are coming online. It is wise for these Chinese fabs to eventually use a very aggressive dumping strategy to price well below cost push out other players forever, especially in DRAM. But right now it seems they can max out their supply capacity without selling below cost. Appears to me like China…

> It is wise … to price well below cost push out other players forever I challenge you to name a single successful example of this that isn’t state enforced.

All VC funded companies that release free or underpriced products and services, capture market share, then raise prices or enshittify?

The entire business model of VC funded tech?

Re: CXMT has been offering DDR4 chips at about half the prevailing market rate

#122

Post by abtinf »

stingraycharles wrote: post #120
abtinf wrote: post #119

Earlier quoted context omitted.

> It is wise … to price well below cost push out other players forever I challenge you to name a single successful example of this that isn’t state enforced.

Amazon?

Amazon was wildly profitable on a unit cost basis from relatively early on. They didn’t show profits on paper because they reinvested everything into their capital buildout to reduce costs even more.

Re: CXMT has been offering DDR4 chips at about half the prevailing market rate

#123

Post by youarentrightjr »

timschmidt wrote: post #92
youarentrightjr wrote: post #71

Earlier quoted context omitted.

> If there's a trade war, they can easily reconvert to making the mass-market stuff Factories, tooling, supply chains, and engineering knowledge aren't fungible in the way they would need to be for your statement to be true.

Different types of DRAM can literally be made from the same already-etched wafer. The DRAM bits themselves don't change at all. What's different between DDR4, DDR5, and HBM is the IO interface to the chip. Changing this does not require significant retooling or relearning.

> The DRAM bits themselves don't change at all. What's different between DDR4, DDR5, and HBM is the IO interface

That's not completely accurate - since the bw between these are different, the routing and therefore propagation delays for DDR4 won't allow it to magically be used as DDR5 or HBM.

If you design for the most strict timings, then sure.

Re: CXMT has been offering DDR4 chips at about half the prevailing market rate

#124

Post by neves »

abtinf wrote: post #119
someperson wrote: post #4

As a outside observer, NAND and DRAM prices have skyrocket ed with the AI infrastructure boom just as the China-based fabs are coming online. It is wise for these Chinese fabs to eventually use a very aggressive dumping strategy to price well below cost push out other players forever, especially in DRAM. But right now it seems they can max out their supply capacity without selling below cost. Appears to me like China…

> It is wise … to price well below cost push out other players forever I challenge you to name a single successful example of this that isn’t state enforced.

Uber

Re: CXMT has been offering DDR4 chips at about half the prevailing market rate

#125

Post by abtinf »

api wrote: post #121
abtinf wrote: post #119

Earlier quoted context omitted.

> It is wise … to price well below cost push out other players forever I challenge you to name a single successful example of this that isn’t state enforced.

All VC funded companies that release free or underpriced products and services, capture market share, then raise prices or enshittify? The entire business model of VC funded tech?

Typically, VC funded firms are inventing new markets entirely.

Simply overcoming startup capital costs is not the argument being made when folks claim dumping.

Re: CXMT has been offering DDR4 chips at about half the prevailing market rate

#126

Post by magicalhippo »

Neywiny wrote: post #67
DoctorOetker wrote: post #63

Is there a reason GPU's don't use insane "blocks" of sdcard slots (for massively parallel io) so the model weights don't need to pass through a limited PCI bus?

Yes. Let's do the math. The fastest sd cards can read at around 300 MB/s ( https://havecamerawilltravel.com/fastest-sd-cards/ ). Modern GPUs use 16 lanes of PCIe gen 5, which is 16x32Gb/s = 512Gb/s = 64 GB/s. Meaning you'd need over 200 of the fastest SD cards. So what you're asking is: is there a reason GPUs don't use 200 SD cards? And I can't think of any way that would work

Some years ago I realized that if I had oodles of money to spend I would totally get someone to make a PCIe card with like several hundreds microSD cards on it.

You can buy vertical microSD connectors, so you can stack quite a lot of them on a PCIe card. Then a beefy FPGA to present it as a NVMe device to the host.

Goal total capacity, as you can put 1TB cards in there. And for teh lulz of course.

Re: CXMT has been offering DDR4 chips at about half the prevailing market rate

#127

Post by Forgeties79 »

Forgeties79 wrote: post #93
decryption wrote: post #79

That explains the cheap DDR4 DIMMs on AliExpress. Can get 2x 16GB DDR4-3200 DIMMs for A$252 delivered to Australia. A local PC store has same spec “name brand” RAM for around $380-$400. https://a.aliexpress.com/_mssanU1

These prices are insane. I can’t believe that’s what constitutes a good deal right now.

For context, I spent $105 USD (all in) for 2x16gb DDR5 ram last April

Re: CXMT has been offering DDR4 chips at about half the prevailing market rate

#130

Post by theLiminator »

shimman wrote: post #49
maxglute wrote: post #44

Earlier quoted context omitted.

How's it dumping below cost when hey can simply sell for 100% margins instead of western makers selling for 400%.

Because only western companies are allowed to make massive profits at the expense of entire nations, it's not greed when they do it apparently.

Is it not the case that they're raising price in response to demand? Ie. if they kept the price low, they'd be perpetually out of supply?
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