61–70 of 274 posts
Still no confirmation if CXMT or YMTC actually removed from entity list, until then this is jus cheap domestic inputs.
Earlier quoted context omitted.
> 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. That's not really what happens though. You don't actually "lose" capacity, you just move to higher-valued special niches within the overall industry because (1) you can afford to, while low-cost competitors can't an…
> You don't actually "lose" capacity, you just move to higher-valued special niches within the overall industry That's not what people mean by "lose" capacity. Suppose DRAM companies expand capacity because prices are high, then demand levels off, the price crashes, and they all go out of business except for the one in China which gets a government bailout. That's fine, right? We're not interested in making DRAM, tha…
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.
Good news. Now we need Chinese manufacturers of DDR4 chipsets and motherboards.
Search aliexpress for X99 dual socket motherboards.
Earlier quoted context omitted.
> You don't actually "lose" capacity, you just move to higher-valued special niches within the overall industry That's not what people mean by "lose" capacity. Suppose DRAM companies expand capacity because prices are high, then demand levels off, the price crashes, and they all go out of business except for the one in China which gets a government bailout. That's fine, right? We're not interested in making DRAM, tha…
The domestic industry is still there, only instead of mass-market DRAM it has started making higher-valued varieties of the same stuff. If there's a trade war, they can easily reconvert to making the mass-market stuff, just at much higher cost. You can't expect more than that, since they never really were as big or as low-cost as the lowest cost suppliers can be in normal times. That's not "losing" capacity, it's jus…
"easily" is doing a lot of work in that sentence. Depending on the good and what they switch to making, this may neither be easy nor quick.
Is there a reason GPU's don't use insane "blocks" of sdcard slots (for massively parallel io) so the model weights don't need to pass through a limited PCI bus?
Good news. Now we need Chinese manufacturers of DDR4 chipsets and motherboards.
Chipsets don't determine the RAM type and all motherboards have been made in China for a while.
The big Taiwanese manufacturers are chasing the AI dragon.
https://www.digitimes.com/news/a20251021PD219/ai-server-asro... (Oct 2025)
OTOH, now I read small Taiwanese manufacturers who are left out of the Nvidia supply chain are reverting to DDR4 motherboards because of the DDR5 shortage. Strange times.
Earlier quoted context omitted.
> You don't actually "lose" capacity, you just move to higher-valued special niches within the overall industry That's not what people mean by "lose" capacity. Suppose DRAM companies expand capacity because prices are high, then demand levels off, the price crashes, and they all go out of business except for the one in China which gets a government bailout. That's fine, right? We're not interested in making DRAM, tha…
The domestic industry is still there, only instead of mass-market DRAM it has started making higher-valued varieties of the same stuff. If there's a trade war, they can easily reconvert to making the mass-market stuff, just at much higher cost. You can't expect more than that, since they never really were as big or as low-cost as the lowest cost suppliers can be in normal times. That's not "losing" capacity, it's jus…
You can't just spin up a 2nm wafer fab when the latest you've been running is a 300nm process.
Compare: US shipbuilding industry to China or SK.
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…
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.