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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

#171

Post by Snoozus »

yellowapple wrote: post #94
wrsh07 wrote: post #47

Earlier quoted context omitted.

It's not clear that raising your prices to match the supply/demand curve is a mistake They will compete on price if they are forced to, but they aren't forced to right now

It ain't the price raise that's the mistake (even if that's what's currently painful for those of us looking to buy RAM). It's the willingness to only raise prices, and not meaningfully expand production, that's the mistake.

Would you build a fab that costs billions and takes years to start production because of a bubble?

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

#172

Post by rjh29 »

sho wrote: post #151
nutjob2 wrote: post #9

Earlier quoted context omitted.

It's funny that you call this an "very aggressive dumping strategy" while AI vendors are doing the same but with even greater losses and on a much larger scale. It's all simply a fight for market share. The original sin is the existing DRAM vendors selling their entire (spare) capacity to the likes of OpenAI.

Can we please stop with this irritatingly persistent myth? AI companies, at least the big ones, do not sell inference at a loss - far from it. This has been debunked and explained many times and yet it keeps being repeated. The numbers aren't public but most guesses I've heard are that Anthropic's markup is around 50% on average, and that if considered in isolation, most models are profitable overall. The constant lo…

You talk about myths and then quote vague guesses of 50% without sourcing.

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

#173

Post by Snoozus »

hyperman1 wrote: post #39
ThrowawayTestr wrote: post #11

This decade is going to end with Chinese dominance in everything. Trump and AI handed them everything they need on a platter.

Western European countries got dominant, then got arrogant, letting the USA eat their lunch. USA got dominant, got arrogant, letting China eat their lunch. China is indeed getting dominant. They will get arrogant one day. Meanwhile, Western Europe and the USA are still very good places to live.

Exactly, there are no losers here, everyone gets lunch.

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

#174

Post by vkou »

nandomrumber wrote: post #77
xyzzy123 wrote: post #21

Earlier quoted context omitted.

You become dependent on the supplier. The downside in general is that other countries lose production capacity in steel, heavy industry, semiconductors, machine tools etc - industries that took decades to build and can't be easily replaced. Also they gradually lose the ability to meaningfully innovate in those sectors because there's no grounding against production reality anymore. This has geopolitical consequences…

Blame China. As though moving production to China wasn’t something the West did intentionally. And now continues to push manufacturing out of Western countries by, for example in the UK and Germany, and Australia too, making electricity and gas so expensive it becomes cost prohibitive to manufacture much at all.

You forgot to mention embargoes against it. The US is free to sanction firms for their exports to China, but then shouldn't be surprised when China builds out domestic competitors.

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

#175

Post by vkou »

XorNot wrote: post #157
api wrote: post #135

Earlier quoted context omitted.

They are? Most of what VC funded companies do has been done before at a smaller scale, often with less polish and at a higher price. 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 s…

It's questionable whether the ghost cities truly exist though. I was under the impression they were a product of China's bizarre savings and investment market, and that a lot of them have since filled up?

They were a product of forward-looking planning. Those cities were empty when built, but have since all filled up.

Meanwhile in the west we don't build anything and then are surprised when we run into insane housing shortages.

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

#176

Post by vkou »

throwaway290 wrote: post #139
361994752 wrote: post #137

Earlier quoted context omitted.

is CXMT attacking every contry?

its owner and boss but sure if they are ordered to they will, good point too;)

How many countries has China bombed in, say, the last year, and how does that compare to the other superpower (and the washed out has-been superpower) in the room?

It's difficult to comprehend the gall and hypocrisy requires to kvetch about this when there are four carrier strike groups sitting in the Gulf right now.

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

#177

Post by nirui »

mrweasel wrote: post #3

This feels like a classic business blunder. Focus hard on a single business segment, leaving an opening in the market for your competitors. Not because it wasn't profitable, but because it wasn't profitable enough for you, right now. Only downside is that now you've created an opening for a new player in the market. This feels like a short coming of western business/stock market thinking. Focusing on profit within th…

> Focusing on profit within the next few quarters, and not caring about the longer term consequences

Anything new? From my non-American view, American companies has done similar things for a very long time now. It happened in the consumer electronics, it might happen again in the IT industry.

It's not the fault of the companies, they simply just wanted more certainty and the consumer market is not (when compare to cooperate contracts).

But from the stand point of a nation, if no one creates low-end products, then no one will be providing low-end/entry-level jobs. That's when you got structural problems.

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

#178

Post by walterbell »

WarOnPrivacy wrote: post #169

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.

Can Apple, Dell and HP lobbyists convince US regulators to lift restrictions on working with Chinese memory manufacturers, at least until Micron's new semiconductor fabs can ship US-made DRAM and SSDs to US OEMs in 2028? https://wccftech.com/cxmt-ymtc-removed-from-pentagon-list-op...

  The Pentagon has withdrawn the document that suggested updates to Section 1260H
https://www.wsj.com/tech/micron-is-spending-200-billion-to-b... | https://archive.is/XKSpC

  Each fab will be 600,000 square feet—the size of more than 10 football fields—making them some of the biggest “clean rooms” ever built in America. To prepare the site, engineers have already blasted through more than 7 million pounds of dynamite. An army of construction workers, building contractors and architects have set up a small city’s worth of trailers so they can work around the clock.

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

#179

Post by walterbell »

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.

Look at pricing for hard drives, SSDs and even USB flash drives.

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

#180

Post by andersmurphy »

RobotToaster wrote: post #98
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's amazing what can be achieved when you can plan 5 years in advance, instead of just making the line go up for the next quarter.

But, we do plan 5 years in advance. Cloud, VR, Crypto, and now AI. All glorious five year plans from the Silicon Valley Planning Bureau comrade.
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