Kye-hyun Kyung tells Korean engineering forum that Chinese fabs like CXMT and Jiahe Jinwei could flip the AI-driven memory shortage into oversupply.
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1116h

Scrubbles
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2920h

Good, this is what I was hoping for, especially with demand for AI datacenters shrinking. I hope Micron hates themselves for killing off Crucial when this happens

But at what cost!?

Inb4 new tariffs.

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1219h

Chinese RAM has CCP spyware, we’re only allowed to buy pure American RAM made in, uh, Taiwan lol

ms.lane
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416h

*South Korea

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218h

With the Taiwan American RAM you can spy on them!

nixFREAK
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119h

Sooo, do you know why in Taiwan?

as someone who self hosts, i will be buying like crazy. i used to just say “ehh , i’ll get it later” - but right now, its hdd availability thats killing me. i am trying to build a nas and wd red plus drives are a week out, with cable guy times. So i have to make sure i will be around in a three day window.

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316h

Bold claim. I’ll believe it when it happens

davel [he/him]
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518h

plz xi

It’s a good first step, but I already know they will be fine with only 300% of previous prices. They aren’t investing all this money to sell to the lowest bidder.

☆ Yσɠƚԋσʂ ☆
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918h

I mean we’ve seen how prices for Chinese solar and EVs dropped once production ramped up, I expect we’ll see the same with memory and eventually chips too.

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