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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

#181

Post by AnthonyMouse »

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.

> Different types of DRAM can literally be made from the same already-etched wafer.

The assumption here is that you would stop making DDR5 but continue to make DDR4 so that you could start making DDR5 again without too much trouble. But the older chips have even lower margins than the newer ones. Most of the fabs and equipment for making DDR4 were created when it was current and then they stay in operation as long as there is still enough demand for it.

If you don't make DDR5 and DDR6, what happens to your DDR4 fabs when DDR4 is where DDR2 is now? They close because nobody wants it anymore. And then you're not trying to get to DDR6 from DDR4, you're trying to get to DDR6 from an empty desert.

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

#182

Post by xbmcuser »

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…

The big difference recently from the past is instead of philosophers its scientists who are making the plans and decisions in China so are willing to course correct instead staying the course despite bad out comes.

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

#183

Post by arcticbull »

abtinf wrote: post #118
RobotToaster wrote: post #98

Earlier quoted context omitted.

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.

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

Deaths in the Great Leap Forward were heavily concentrated as compared to the Industrial Revolution but the death tolls from IR-related famines weren't really all that far off. Industrialization was messy everywhere.

The Irish Potato Famine alone killed 15% of Ireland vs the GLF killing 5% of China.

That's not a reason not to plan 5 years in advance... is it? Any more than the Potato Famine is a reason we should't have capitalism.

I can't say that I've ever heard the argument that a plan led to a famine therefore we should never make plans, when we have great counterexamples that not planning also led to famine. Feels like learning the wrong lesson here.

[edit] I also think it's worth pointing out that America's response to the Dust Bowl was the Farm Bill, which it could be argued is one of the largest-scale examples of central planning in history. It continues to this day, and is part of the reason Americans pay less as a share of their spending on food than any other country on earth.

People say everyone remembers the hits, nobody remembers the misses - but that is the opposite of true for government. Everyone remembers the misses, nobody thinks twice about the hits.

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

#184

Post by throwaway290 »

vkou wrote: post #176
throwaway290 wrote: post #139

Earlier quoted context omitted.

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 .

what are you talking about? since when Samsung suddenly become American? how many did South Korea bomb?

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

#186

Post by globemaster99 »

Most of the westerners and Americans got no idea about What they are talking.

Chinese economy is a carefully engineered financial and industrial capitalism, that focuses on what real people need in the real world.

American oligarchy really focus on financial engineering with profits on stock prices and quarterly profits.

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

#187

Post by dontlaugh »

SlinkyOnStairs wrote: post #111
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 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…

Why would they bother to invade Taiwan when they’re winning economically and diplomatically?

Public opinion in Taiwan is rapidly changing towards peaceful re-unification and no one anywhere on earth trust the US will help them with anything.

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

#188

Post by throwaway85825 »

hedora wrote: post #161

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 jamm…

They wont be allowed to go bankrupt.

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

#189

Post by Maxious »

dygd wrote: post #40
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 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. Crucial's departure from the consumer market left such a gaping hole, that CXMT doesn't even need to push other players out to gain a footing.

CXMT was already an option for consumers via brands like Kingbank and Asgard.

There's Kingbank DDR5 using CXMT modules starting to become available in Australia https://www.techpowerup.com/346479/hardware-unboxed-examines... including from mainstream retailers like Mwave https://www.mwave.com.au/memory/pc-ddr4/kingbank https://www.mwave.com.au/memory/pc-ddr5/kingbank

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

#190

Post by imtringued »

theLiminator wrote: post #130
shimman wrote: post #49

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?

They're raising prices in response to the same demand it has ever been.

If they kept the price low they could still afford to make RAM.

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