Has DDR5 caught up to DDR4 latency yet? I remember it was worse at least in the beginning. There's more bandwidth per channel but a hw design can always add more channels for the desired BW. Not so for latency.
CXMT has been offering DDR4 chips at about half the prevailing market rate
31–40 of 274 posts
Re: CXMT has been offering DDR4 chips at about half the prevailing market rate
#32Earlier quoted context omitted.
I personally fail to see the downside of any manufacturer selling forever at a loss, except for the manufacturer itself.
the currency eventually collapses
I don't know if it's still a thing, but China was getting a lot of heat about a decade ago for purposefully devaluing their currency to make their exports more attractive.
They kind of had to do this, because their large amount of exports were pushing the value of it up compared to others.
Re: CXMT has been offering DDR4 chips at about half the prevailing market rate
#33This 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…
Ok but this is how the market is supposed to work. If the incumbents aren't doing what their customers want, then competitors can rise and fill the gap and compete. This isn't a shortcoming, it's a competitive market working as intended.
Everyone gets mad when Chinese do capitalism...
Re: CXMT has been offering DDR4 chips at about half the prevailing market rate
#34Earlier quoted context omitted.
Ok but this is how the market is supposed to work. If the incumbents aren't doing what their customers want, then competitors can rise and fill the gap and compete. This isn't a shortcoming, it's a competitive market working as intended.
The market doing what it's supposed to do does not negate that the market segment has only been left open because of overly myopic businesses.
That's what modern capitalism is and it's bad for everyone
Re: CXMT has been offering DDR4 chips at about half the prevailing market rate
#35As 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…
Chinese investment has not been unproductive. It gave them independence so that the US could not cut them of- see Cuba.
Re: CXMT has been offering DDR4 chips at about half the prevailing market rate
#36Earlier quoted context omitted.
sure, looks like more analysis is needed to check which verticals are diversified and which are not, instead of throwing blanket list of everything.
Agree, worth analysing what is genuinely commodity. There are more elements to it though which can be sort of hard to explain. There are whole cultures and ways of thinking built around production. The children of engineers who worked on xyz v1.0 have a genuine advantage when its time to work on xyz v2.0. There is a lot of tacit knowledge in these engineering fields and you have a huge advantage in knowledge retentio…
> The children of engineers who worked on xyz v1.0 have a genuine advantage when its time to work on xyz v2.0.
my point is that other children with no extremely heavy investments into perl v1.0, will have some skills in c++ v1.0 and python v1.0, and will have advantage in adapting Tensorflow v1.0, which is more valuable than skills in perl v2.0. Heavily investing in one industry you sacrifice some flexibility.
So, this is multifactor analysis, lets say wise American people will elect me as next president, I would create list of industries, assign metrics (national security importance, potential revenue in 5y from now, impact on other industries, potential margin, risks of failure, etc), then build some formula which aggregate those metrics into single, and base on final metric allocate weighted funds to support N top industries.
Re: CXMT has been offering DDR4 chips at about half the prevailing market rate
#37Earlier quoted context omitted.
Ok but this is how the market is supposed to work. If the incumbents aren't doing what their customers want, then competitors can rise and fill the gap and compete. This isn't a shortcoming, it's a competitive market working as intended.
Everyone gets mad when Chinese do capitalism...
"Why is nobody berating China?" is my favorite oft-repeated refrain on HN.
Re: CXMT has been offering DDR4 chips at about half the prevailing market rate
#38Re: CXMT has been offering DDR4 chips at about half the prevailing market rate
#39This 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.
Re: CXMT has been offering DDR4 chips at about half the prevailing market rate
#40As 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.