I just want China to start producing competitive gpus so they they stick it to nvidia, fuck Jensen Huang

On top of this, the ram China sells will generate profit, instead of being looped back into the perpetual no-return money hole.

First cheap Chinese DRAM, next hopefully cheap Chinese GPUs. The arrogance of big US and Taiwanese tech companies pays off for consumers in the end.

Of course, no one predicted the AI bubble would kill off hardware companies and hand over another monopoly to Chinese industry.

I hope they're right

I've assumed the memory shortage is more than just an unfortunate byproduct. To the extent that LLMs have any use, its a threat to the datacenter model if people realize they can be run well enough locally. Hearing stories of datacenters hoarding hardware they can't use yet make me think they want extra time for people to get used to the norm of subscribing to a service. I'd love for a reporter to ask Sam Altman if he'd be happy to see consumers get access to cheaper ram again.

Tariffs in 3 2 1.

I saw a video comparing standard CXMT ram vs high end Kingston and Crucial I think, with faster speeds etc.

Very comparable was the Chinese one.

So I think a lot of buzz (from the before times) about the higher speeds and lower latency etc was for a very small niche market of people. Everyone else including gamers wouldn’t see a difference except in capacity.

Therefore, I welcome our Chinese saviours.

I call BS. Yield on high-speed, high-capacity RAM at scale is pretty hard to manage. If it was, Chinese manufacturers would have 'flooded the market' sooner.

It'll take them years to get to the point where they can match the yield of Samsung, Hynix, Micron, or even Kingston. And those guys are all focusing on the highest margin packages.

Sorry, we're all screwed until demand drops.

"flooding the market" like it's a bad thing.

Man, China as a country is certainly poised at this point to really pull some wild political optics with this move. Their manufacturing quality has been noticeably improving in recent years and their tech industry has a huge opportunity to show up western firms by undercutting the shit out of them in consumer NAND and DRAM. It would be wise of them to take QA extra seriously over the next couple of years to make themselves the "heroes" of the people by delivering better quality and dramatically lower prices than those bloated western companies. Hell, I'm even possibly in the market for it soon if the price is right. I have a feeling western corpos will continue snatching defeat from the jaws of victory and not notice that some of these Chinese corporations already quietly got their shit together a while back and probably won't shoot themselves in the foot this time. This could be the optical turning point for China as an economic power.

Hopefully the Chinese people can continue making progress in fighting the CCP bourgeois for better labor rights, especially with western corporations losing access to terrible enforcement of already inadequate CCP labor laws. The Chinese workers will start having a hell of a lot better bargaining position with this development and the ACFTU/CCP can get fucked.

Don't threaten me with a good time. Deliver it.

God bless Chinese manufacturing

The consumer market is starved for competition. I hope they upend the memory market and then go on to upend the GPU market as well as any other consumer market that gets the bright idea of artificially AI constraining their supplies. Companies threaten consumers with higher prices and labor with layoffs. Well I'll threaten them back with buying Chinese goods. Won't that undermine my own job? That was already under threat by the CEO!

Yes please, I've been wanting to switch to a self built NAS but the ram prices are the only thing holding me back

"Flooding the market" AKA increasing supply to meet demand.

Yessss.