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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

#71

Post by youarentrightjr »

zozbot234 wrote: post #62
AnthonyMouse wrote: post #59

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…

> 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.

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

#72

Post by creato »

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.

If you actually believe this, then what is your explanation for a manufacturer to do this?

Do you think they are just stupid?

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

#73

Post by Tadpole9181 »

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.

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

#74

Post by dev1ycan »

joe_mamba wrote: post #42
PearlRiver wrote: post #33

Earlier quoted context omitted.

Everyone gets mad when Chinese do capitalism...

NO you see, we have to hate Chinese companies because they are unfair competitors since they get state funding from the Chinese government, unlike Intel, Micron, TSMC, ASML, Samsung who don't get state funding from the US, EU, Taiwan, ROK ... oh wait. Scratch that, we have to hate Chinese companies because they do business with the Chinese military, unlike Intel, Nvidia, Samsung who don't do business with the US and…

I know you are being sarcastic but the reason why we have to hate Chinese is simply because the standard of living of Americans depends on China not succeeding, simple as that.

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

#75

Post by joe_mamba »

dev1ycan wrote: post #74
joe_mamba wrote: post #42

Earlier quoted context omitted.

NO you see, we have to hate Chinese companies because they are unfair competitors since they get state funding from the Chinese government, unlike Intel, Micron, TSMC, ASML, Samsung who don't get state funding from the US, EU, Taiwan, ROK ... oh wait. Scratch that, we have to hate Chinese companies because they do business with the Chinese military, unlike Intel, Nvidia, Samsung who don't do business with the US and…

I know you are being sarcastic but the reason why we have to hate Chinese is simply because the standard of living of Americans depends on China not succeeding, simple as that.

Well then hey can just say THAT, instead of coming up with hypocritical BS that doesn't pass the smell test. People internationally have enough IQ to see through the double standards BS, especially since youtube is a thing.

And the standard of living of working class Americans has been on a steady decline since Reagan by the hand of US administrations, not by the hand of CHina.

This isn't defending anyone's standard of living, it's defending profits of domestic monopolies like Micron, who indulge in state subsidies from US taxpayers and then fuck then over on prices.

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

#76

Post by fph »

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.

Microsoft gave away Internet Explorer at a loss, and what happened to internet standards?

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

#77

Post by nandomrumber »

xyzzy123 wrote: post #21
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.

You become dependent on the supplier. 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. Also they gradually lose the ability to meaningfully innovate in those sectors because there's no grounding against production reality anymore. This has geopolitical consequences…

Blame China.

As though moving production to China wasn’t something the West did intentionally.

And now continues to push manufacturing out of Western countries by, for example in the UK and Germany, and Australia too, making electricity and gas so expensive it becomes cost prohibitive to manufacture much at all.

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

#78

Post by twosdai »

sophrosyne42 wrote: post #50
mrweasel wrote: post #3

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…

There is really nothing about the stock market that means only thinking about the mext few quarters. See all the losses on the profit and loss statements of AI tech giants, or, say, game console companies? Why are their stocks still valued so highly during these periods? The answer: investors are thinking long term. It is really impossible to have quality long term thinking without capitalization accounting and simil…

I think the sentiment here is about management's tie of bonuses to near-term stock performance. Maybe not about the market itself, I agree with your view on investors want long term gains over short term fluctuations mostly.

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

#80

Post by numpad0 »

DoctorOetker wrote: post #63

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?

Maybe latency. IIRC flash is a lot laggier than DRAMs and SRAMs.
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