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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

#201

Post by Neywiny »

Dylan16807 wrote: post #147
Neywiny wrote: post #67

Earlier quoted context omitted.

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

One thing to note, those aren't the fastest SD cards, those are the fastest UHS-II SD cards. The future is SD Express and you can already get microSDs at 900 MB/s.

SD expires cards are still on my watch list after seeing this https://www.theverge.com/2021/9/9/22665216/sd-express-card-s.... But even then, that's only 3x faster, so you're still putting down 71 ish (I think my original number was 213.33) cards, which means 71 PCIe PHYs and NVMe stacks.

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

#202

Post by gchamonlive »

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

History is littered with corpses. For those willing to see them.

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

#203

Post by gchamonlive »

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…

Is China doing to DRAM what Amazon did to bookstores?

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

#204

Post by gchamonlive »

PowerElectronix wrote: post #17
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…

I personally fail to see the downside of any manufacturer selling forever at a loss, except for the manufacturer itself.

Because it's never forever. It's until the corporation substitutes the market, at which point you are at their mercy.

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

#205

Post by zozbot234 »

gchamonlive wrote: post #204
PowerElectronix wrote: post #17

Earlier quoted context omitted.

I personally fail to see the downside of any manufacturer selling forever at a loss, except for the manufacturer itself.

Because it's never forever. It's until the corporation substitutes the market, at which point you are at their mercy.

You're always at someone's mercy in any industry with significant barriers to entry, you might as well pick a low-cost supplier.

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

#207

Post by gchamonlive »

zozbot234 wrote: post #205
gchamonlive wrote: post #204

Earlier quoted context omitted.

Because it's never forever. It's until the corporation substitutes the market, at which point you are at their mercy.

You're always at someone 's mercy in any industry with significant barriers to entry, you might as well pick a low-cost supplier.

That is such a defeatist position... How about regulation?

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

#208

Post by daymanstep »

impure-aqua wrote: post #196
xbmcuser wrote: post #182

Earlier quoted context omitted.

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.

I don't know if that tracks, senior leadership was heavily influenced towards implementing the one child policy by the works of Song Jian, who came from a rocketry background and presented a model whereby the population would grow to an unsustainable level unless corrective control was applied. I think it is unlikely philosophers would have suggested to treat population growth like tuning a PID controller.

UN birth rate projections have also been consistently wrong for the past decades.

I think even most experts did not expect fertility rates to follow the trend that it has been following for the past few decades.

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

#209

Post by simoncion »

Tadpole9181 wrote: post #73
Magnets wrote: post #19

This is just marketing. Why would you sell at 50% of market rate? Chinese production of NAND and DRAM is not significant, it's single digit %

> Why would you sell at 50% of market rate? Because market rate is a 400%+ markup right now and not everyone is a greedy American kleptocrat with a diagnosable addiction to extracting every possible cent of wealth on the planet within a single fiscal quarter.

Yeah. Seriously.

I can see a few other benefits to the "Sell at a reasonable markup, rather than 'market price'" strategy.

* You get a reputation for not price-gouging.

* Your company gets used to operating with "enough" cash, rather than having "crazy" amounts of cash that it might be tempted to spend on misadventures.

* When the collapse of LLM Mania burns the LLM industry and its hangers-on to the ground, you get to keep your prices the same and keep your business practices the same... rather than scrambling to figure out how to make do with far less cash.

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

#210

Post by dogma1138 »

Tuna-Fish wrote: post #108
dogma1138 wrote: post #104

Earlier quoted context omitted.

Because that’s just the price for the dies, still need packaging, integration and then retail distribution. Also raw BOM is like 1/5th of the retail price usually.

Raw BOM is much higher than 1/5th of retail price for ram. Some industries have higher margins than others. 11.5*8 = 92. I'm seeing plenty of DDR4 sticks below that price.

The 11.5 isn’t the raw bom for the sticks that’s the cost of the dies.
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