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Will this RAM shortage also affect the price of mobile phones?
Additonally, depending on which country you live in, telecom vendors reduce the upfront cost of the phone purchase and make up the difference via contracts.
I think Europe should invest into manufacturing RAM. RAM isn't going anywhere, all of modern compute uses it. This would be an opportunity to create domestic supply of it.
Earlier quoted context omitted.
Aren’t Chinese manufacturers already expanding their capacity? Given that Samsung and SK Hynix have left that market in the pursuit of HBM4 chips, China is going to rule this market. At least that’s what analysts are saying.
Chinese manufacturers like CXMT face the same kinds of issues that Huawei faced in entering the EU market - the EU is clamping down on Chinese suppliers across their supply chain [0]. Where can CXMT and other Chinese players export when Japan, South Korea, much of ASEAN, India, much of North America, the EU, the UK, Australia, NZ, and parts of the Gulf have enacted or begun enacting trade barriers against Chinese exp…
Or their consumers will enjoy cheap PC part prices. With possible gray zone re-export market.
Of course we could see retreat from global markets to mercantilism, but that has yet to fully happen.
Will this RAM shortage also affect the price of mobile phones?
I think Europe should invest into manufacturing RAM. RAM isn't going anywhere, all of modern compute uses it. This would be an opportunity to create domestic supply of it.
Will this RAM shortage also affect the price of mobile phones?
https://www.theverge.com/tech/880812/ramageddon-ram-shortage...
They discussed it on the decoder podcast as well.
Earlier quoted context omitted.
Aren’t Chinese manufacturers already expanding their capacity? Given that Samsung and SK Hynix have left that market in the pursuit of HBM4 chips, China is going to rule this market. At least that’s what analysts are saying.
Chinese manufacturers like CXMT face the same kinds of issues that Huawei faced in entering the EU market - the EU is clamping down on Chinese suppliers across their supply chain [0]. Where can CXMT and other Chinese players export when Japan, South Korea, much of ASEAN, India, much of North America, the EU, the UK, Australia, NZ, and parts of the Gulf have enacted or begun enacting trade barriers against Chinese exp…
Earlier quoted context omitted.
Chinese manufacturers like CXMT face the same kinds of issues that Huawei faced in entering the EU market - the EU is clamping down on Chinese suppliers across their supply chain [0]. Where can CXMT and other Chinese players export when Japan, South Korea, much of ASEAN, India, much of North America, the EU, the UK, Australia, NZ, and parts of the Gulf have enacted or begun enacting trade barriers against Chinese exp…
Then those countries that didn't will have an advantage at selling their electronics to the world. Or their consumers will enjoy cheap PC part prices. With possible gray zone re-export market. Of course we could see retreat from global markets to mercantilism, but that has yet to fully happen.
[0] - https://www.reuters.com/world/asia-pacific/xi-putin-hail-tie...
[1] - https://www.reuters.com/world/china/chinas-president-xi-meet...
[2] - https://www.reuters.com/world/china/china-calls-closer-defen...
[3] - https://www.reuters.com/world/china/eu-steps-up-efforts-cut-...
[4] - https://www.scmp.com/news/china/diplomacy/article/3316875/ch...
I think Europe should invest into manufacturing RAM. RAM isn't going anywhere, all of modern compute uses it. This would be an opportunity to create domestic supply of it.
> I think Europe should invest into manufacturing RAM ... This would be an opportunity to create domestic supply of it How? Most foundries across Asia and the US are being given subsidizes that outstrip those that the EU is providing, with the only mega-foundry project in Europe was canceled by Intel last year [0]. Additionally, much of the backend work like OSAT and packaging is done in ASEAN (especially Malaysia),…