You should though.

Not only do they have an interest, they are also in control of that price. And any other supplier is exactly in the same boat. When supply is lower than demand, prices go up, it's economics 101.

On one hand it is an opportunity for CXMT to gain more market share. On the other when demand drops they will be left with excess capacity and that might discourage them from expanding.

There are some games that require a lot of RAM, especially if recording while playing or something.

Hosting an accurate AI locally typically takes 24GB of VRAM. Not having sufficient VRAM makes you reliant on remote models as a paid service. You pay many more times for tokens what you could pay for RAM just once for limitless tokens.

CXMT

Gamers Nexus has mentioned them a few times on youtube.

I'm assuming the usa will label them as communist terrorist witches though, and it will not be available in the usa, and possibly also not available in some of their ally of evil nations.

I'm still not quite sure what happened with Deepcool in that respect though, since I bought a Gamerstorm psu a few weeks ago. Gamerstorm is Deepcool, they have mirrored products under both brands.

Even if another manufacturer enters the market, why is everyone so convinced they are just going to spit out cheap RAM? If anyone is going to invest in RAM now, it's going to be solely for the insane profits. Case in point: the RAM you are talking about is already 600€+

only for the Chinese market from what I've read about them. if they manage to scale to the point of exporting then prices will drop with or without the bubble popping. my money is on a pop though.

Heard of them too, iirc the sticks they have now are still 'slow' compared to companies sucking AI penis (8400 nits to 9400 nits[?] whatever that means).

The price is due to AI companies paying for the RAM at high prices. When the demand goes down the price should naturally come down, same thing happened with GPUs with crypto mining.

Don't forget that Chinese companies also started making DDR5 RAM, if they can increase their output and keep up with demand, I believe the price will go down. Maybe in the future Chinese companies will dominate the RAM industry.

It's probably a good projection if you assume the AI bubble doesn't collapse. Though that may be a poor assumption.