131–140 of 274 posts
Apple has planned to explore cooperation with Chinese memory chip manufacturers Yangtze Storage (YMTC) and Changxin Storage (CXMT) to strive for more favorable supply contracts [from the big three]Earlier quoted context omitted.
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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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
Turns out I got the wrong kit for that build and had to buy another. It was too late to return it.
Whenever China is mentioned, it's always about government subsidies, as if Samsung didn't receive government subsidies when it was developing
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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.
VC money is used to scale up, cut costs with scale, capture markets, and then usually prices go up later depending on the economics.
The Chinese state is basically just acting as a big VC fund for Chinese manufacturing industries. A VC fund with a sovereign currency and the ability to sustain burn-mode for decades.
It doesn’t always work. There are some absurd examples of Chinese waste produced this way like “ghost cities.” But when it works it works, and at tremendous scale, and they can just dominate entire industries.
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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.
Does that mean CXMT is one inch away from also eating into the DDR5 market?
Everyone wanted denarius then escudos then guilders then pounds then dollars and soon yuan. They make stuff over there, you can buy it with yuan.
I think India might come after that but Africa is sure to follow. Give it a few hundred years.
Whenever China is mentioned, it's always about government subsidies, as if Samsung didn't receive government subsidies when it was developing
remind me is Samsung's source subsidies also regularly attacking every country's telecoms and infrastructure
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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.