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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

#161

Post by hedora »

Back in the 1990’s everyone had to have a unix workstation for unclear reasons (why not run Linux for There were crazy bubble economics schemes that meant doomed startups got unix boxes for free.

When the bubble popped, the workstation vendors hit a triple whammy: Inferior $/perf, unlimited used inventory at low prices, and an economic downturn.

The same exact thing is happening now, except the hardware is being jammed into data center models.

Anyway, when the bubble pops, people making affordable consumer stuff will be fine (like this CXMT company).

People that went all-in on firing all non-hyperscaler customers (like micron/crucial) will find they’re building the wrong chips for end-user devices, there is no server market anymore (for a few years), and they have a total addressable market of maybe 1000 distressed companies, globally.

I predict the people making these decisions and destroying their companies to juice Q2 2026 financial outlook numbers will genuinely be surprised when the bankruptcies start.

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

#162

Post by xadhominemx »

nutjob2 wrote: post #29
xadhominemx wrote: post #10

Earlier quoted context omitted.

No one sold their capacity to OpenAI. The vast majority of DRAM is transacted in what is essentially a quarterly auction.

"RAM is going to AI: OpenAI has secured up to 40% of the market." https://globalcio.com/news/16062/ You're maybe talking about the spot market, but companies are free to make any sort of supply contract.

AI slop article

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

#163

Post by refulgentis »

0_____0 wrote: post #149
abtinf wrote: post #118

Earlier quoted context omitted.

History is littered with the corpses of those slaughtered by the millions in the name of great leader’s 5 year plans. https://en.wikipedia.org/wiki/Great_Leap_Forward

That's the most obvious example of failure of Chinese central planning. That and one child policy were abysmal failures that resulted from shoddy science coupled to effective central authority. Look at the 12/13/14th 5 year plan (the most recently passed). Do you think they achieved their goals? If your headcanon is that the CCP is inept because they caused crop failures 60 years ago... you could stand to take a look…

If your headcanon is "5 year plans are great because some chinese supplier has cheap DDR-4", I would submit a gentle introduction to history is helpful (i.e. we took a couple irrational great leaps forward from cheap DDR-4 => China owns the RAM market => 5 year plans are the way to go)

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

#164

Post by magicalhippo »

15155 wrote: post #152
magicalhippo wrote: post #126

Earlier quoted context omitted.

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.

This isn't a very difficult thing to build, but I am curious - what's the point? Who is the market?

The main point would be teh lulz as mentioned, and the market would be me. You know, just because it's possible.

Physically easy to build, main challenge for me would be FPGA implementation.

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

#165

Post by yellowapple »

namibj wrote: post #106
yellowapple wrote: post #101

> the average fixed contract price of PC DRAM DDR4 8Gb stood at $11.50 If that's the case, then why are the cheapest options I can find online multiple times that much?

That's a small b, that's gigabit. And that matches e.g. a "crucial pro udimm 64GB kit ddr4-3200 cl22-22-22 2Rx8" being at about 100$ a year ago. Currently they sell here in Germany for 409€ each, that's 6.25€ for half of each of the 16Gbit chips on that kit.

> That's a small b, that's gigabit.

That explains it, thanks!

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

#166

Post by cmxch »

ReptileMan wrote: post #58
cmxch wrote: post #38

Earlier quoted context omitted.

If only on principle alone, could one secure a contract to buy a few TB of DDR5 memory to be delivered in 2035? And if so, how?

Few TB probably not, but few EB I think you will be able to make a contract.

Oh well. Just wanted to do a commitment buy to at least say “I don’t care if my RDIMMs are long obsolete” for some existing DDR5 builds I have.

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

#167

Post by throwaway290 »

bhouston wrote: post #153
throwaway290 wrote: post #134

Earlier quoted context omitted.

remind me is Samsung's source subsidies also regularly attacking every country's telecoms and infrastructure

I've heard that Samsung's business practices can be quite predatory. Basically if you have cool tech and you try to sell it to Samsung, you'll often get a few meetings and then they will go silent and then what you were trying to sell them will be offered by them as a new product about a year later. At least this was the situation like a decade ago. I think this is because they are a huge conglomerate and there are d…

> you'll often get a few meetings and then they will go silent and then what you were trying to sell them will be offered by them as a new product about a year later

This is how business works anywhere. there are no charities. whatever you say to investors or suppliers they can use so you better be careful have lawyers and set up correctly.

(The caveat is of course when Chinese companies do this your lawyers can do nothing while in a developed country you can have some recourse)

But even if Samsung was super predatory business wise it is beside the point. if they both get subsidies and de facto are close to their governments then you have to look at what their governments do. If you like what CCP is doing, it's your choice

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

#168

Post by throwaway290 »

erxam wrote: post #154
throwaway290 wrote: post #134

Earlier quoted context omitted.

remind me is Samsung's source subsidies also regularly attacking every country's telecoms and infrastructure

You mean the US? Yeah, they are.

sorry forgot Samsung is a US company

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

#169

Post by WarOnPrivacy »

Everyone here wants to be able to buy RAM at a reasonable price again.

After reading articles about CXMT and repeatedly reviewing the comments here - my take is there's nothing in play that will lead to reasonably priced RAM anytime soon.

If I'm wrong please illuminate us. We could use some hope.

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

#170

Post by smw »

fc417fc802 wrote: post #146
SlinkyOnStairs wrote: post #111

Earlier quoted context omitted.

> 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. It's not dumping, it's the opposite. Sam Altman's stunt has created massive amounts of fictitious demand (OpenAI isn't using those wafers it's ordering) and triggered massive panic-buying from everyone else. Prices are arteficially high, this has turboch…

> utterly ruin I realize Intel has done some serious ball dropping over the past two decades but you do realize the US has on shore cutting edge fabs, right? It's only luxury consumer electronics and the highest end corporate gear that use cutting edge nodes to begin with. Disruption of the cutting edge would certainly wreak havoc on the pricing and specs of high end luxury electronics but that would hardly be the en…

> but you do realize the US has on shore cutting edge fabs, right?

No they don't. Even the US partnerships with TSMC aren't cutting edge.

TSMC and arguably Samsung have cutting edge fabs, no one else.

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