Even if it hurts your enemies, helping your bigger enemy is worse.

aren't playing for profit

CXMT is probably the most profitable tech company in China right now.

Do you think they'll stop expanding after filling the consumer memory market though?

CXMT will also sell at outrageous prices. It's free money.

Micron DDR chips are still being added to many consumer devices. They just would down the side the sold SSDs and similar direct to consumers.

The companies are still focusing on larger customers that are willing to pay more, one has to wonder how they will fare when those businesses aren't willing to pay as much and the companies they told to take it or leave it have options from China.

But quick delivery would lead a bubble pop....

Honestly cheap ram that has a 50% chance to fail in a year sounds perfect for the llm industry, they already struggle to plan a year in advance, and all their hardware would be obsolete by then anyway, so why the hell not? Plus they could keep the bubble going a few more months by blaming their problems on hardware failures and claiming they’ll sue China or something

"CXMT is projected to produce about 350,000 DRAM wafers per month by the end of 2026, assuming all current projects are completed on schedule."

This is a small blurb on a random tech site, it's just giving a simple 'if all goes well' projection.

I'm sure they're not setting the entire undertaking up so that if one thing ends up slightly delayed everyone's heads will explode. It seems likely that they also have projections that take varying delays with varying parts and numbers of parts of the project into account, but that someone writing a small blurb on a tech site isn't really privy to the entirety of their forecasting.

I don't think they need you to rush in and save them from their folly.

Or as they did with cobalt alloys: use slave labor to flood the market and push out all competition, then rug pull and cut off all supplies.

They're in the middle of this process with electric vehicles as well.

Another thing they like to do is make manufacturing deals with foreign companies in order to steal the technology for the state, which there is a lot of opportunity to do in the Silicon industry.

Ram prices would still fall since other countries would not ban it and would put less stress on the current supply that already exists.

Considering Micron is the only US manufacturer, and they no longer produce consumer ram, this would just mean you literally could not buy any electronics that relied on ram. I doubt that would happen. Chinese ram, maybe

Didn’t this admin already warn Apple?

Most of the consumer dimms are made in Taiwan and Korea. Unless you're in either of those countries an "international ban" would be a huge problem.

It's better to use their weak labour standards to exploit their workers for low wages, rather than try to compete with those conditions directly.

It hasn't felt t like there's been much significant performance increases or development in RAM in the last.. decade?

In memory? There's been a ton of improvement, even if most of the coolest stuff isn't making it into DIMMs that are installed in user laptops/desktops.

Advanced packaging technology has allowed chip manufacturers to put different silicon dies together with increasingly high performance (high bandwidth, low latency) connections in the same package, including with some three dimensional stacking. That way they can mix and match different silicon dies for greater cost effectiveness, yield, performance, etc.

This also means that in-package memory is now the standard in certain chips. Apple's M-series silicon has its memory packaged right into the CPU/GPU package, as a system-in-a-package, so that the connection between the logic and memory is comparatively much higher performance, several times higher bandwidth than desktops or laptops that don't follow that kind of architecture.

Similarly, in data centers, the AI boom has caused all the memory manufacturers to switch their production lines to high bandwidth memory, where they vertically stack a bunch of DRAM chips on each other, with ultra-fast, high bandwidth connections, so that they can shove terabytes of memory into these data center servers. These recent generations have been improving speed and bandwidth in ways that make consumer level DDR5 RAM look like child's play.

So they're improving things. Just not in ways that really show up in DIMM sticks.

Well, sort of, we're currently manufacturing high end ram by shooting gamma rays at an ultra smooth deflection mirror and moving the silicon back and forth on the other side, so we're hitting the physical constraints of our manufacturing capability.

To be honest DRAM was dirt cheap for quite a while and the profit margins of those companies were razor thin. Only recently they saw a surge in demand and they are exploiting it to enrich themselves but also increasing the manufacturing capacity is a lengthy and costly process which I presume some of those companies are actively trying to delay, in order to preserve their fat profit margins now.

Competition is good though and hopefully will lower the price overall faster.

Exactly, I don't care if I win, I just want to watch them lose

I expect it'll take Chinese companies like a year or so to ramp up capacity, and then prices will start dropping.