… By absolutely no means do I trust the Chinese government and I know damn well they have their fingers in every major Chinese company's pies, but at this point there is clearly no way that our big three western-aligned memory makers will genuinely have market competition with each other. …
… Much of this production is driven by the demand from the AI sector. Finally, the report notes that the Chinese government is encouraging CXMT to transfer its DRAM technology IP to other Chinese DRAM manufacturers such as JHICC, Swaysure, and YTMC's subsidiary XMC. …
… It is not about them "selling out to AI". If the Chinese government decide most of the DRAM CXMT produced should go towards AI, then CXMT's production will go towards AI. …
… For instance, Dell has completely banned the use of CXMT in its machines, while HP only allows CXMT DRAM in its Chinese PCs. Major Taiwanese brands such as ASUS and Acer have increased adoption in some models, as they have more flexibility in supply chain procurement. …
… Many of those have brought trade secrets with them, which is against the law, as you surely know. …
… We're gonna be making coasters and keychains out of it. 4 More competition is good normally for consumers ; . …
… RAM is the new gold 10 2030 minimum, except AI bubble bursts. In case you say "The Chinese are coming!", they are not stupid, they will not sell cheap. Not to mention that probably much of the Chinese RAM will also be going into Chinese Supercomputers, AI factories and consumers. …
… If you're willing to get Chinese graphics cards from AliExpress, you may find an alternative in an aftermarket, 22 GB RTX 2080 Ti ; 21 Dubiopolis That sucks. Having a desktop 5050 with GDDR7 would have been interesting. I wonder how much it costs to get the 3060 die fabs up and running again? …
… Since AI-related demand now accounts for over half the total semiconductor market, he expects overall demand to rise by at least 50-60% against a supply that is not keeping pace. …
… Does anybody still think that an AMD vs Nvidia shit slinging competition makes any sense? 16 Lisa can get a leather trench coat now. 17 zenlessyank Lisa can get a leather trench coat now. It has nothing to do with lisa the main roots are going to Mr. …
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