Yeah, there’s already a few Chinese memory makers who have been ramping up production as fast as they can. Feels like a drop in a river though.

It will never lighten the demand because the speed they are building new data centers is always going to be faster than any DRAM manufacturer can ramp up production rate on their existing production line or building new production line. Building data centers is always easier than making DRAM chips in a fab because of the complete different level of technological sophistication.

This can only help reduce the rate which the demand sprints further and further ahead than supply, but ultimately the only thing that can stop the demand from further increasing exponentially so that DRAM supply could catch up and start to lower down the price is for the whole generative AI industry (among other things) to implode so they don't all race against each other building new data centers anymore.

And we can already see that new consumer DDR5 RAM boards and consumer products using the Chinese CXMT DRAM chips (such as some of the recent Lenovo ThinkPad laptops) are not one cent cheaper than similar spec'ed products using non-Chinese DRAM chips, in fact some are even $100-200 more expensive, probably because the scale of supply chain is still lagging behind for them because the Chinese DRAM chips with modern specs only became available in the market relatively recently.

It's those goddamned globalists (☞ﾟヮﾟ)☞

Think it will have enough production volume before Ai implodes to make a difference?

CXMT and other Chinese producers already have been ramping up production, all signs still point to shortages for a year or until said theoretical Ai implosion where orders stop getting paid.

That price changes if you flood the market with ram

The dells, hps and lenovos of the world can't sell it, so it's not in retail, so typical people won't really have access to it. Same deal with all the phone manufacturers and then basically any electronic device with NAND.

It can still provide pressure to lower price but it inhibits the effects locally quite a bit. It's like how super cheap cars can be imported to latin american countries but if you want anything remotely similar in the US the costs to get it here make it pointless and thus no cheap cars exist here brand new (more or less.)