Memory prices tipped to fall as China starts flooding the market with DRAM and NAND chips

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SupplySideAI@reddit

It’s worth separating consumer memory from AI memory here, guys. China's flood is standard DDR and NAND — the stuff that goes in your PC and phone. HBM3E, which is what actually powers AI training infrastructure, is still exclusively SK Hynix, Samsung, and Micron. China can't produce competitive HBM yields yet. So you could see consumer memory prices drop while AI datacenter memory stays constrained. Two different markets wearing the same label.

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Excsekutioner@reddit

Hope one day we'll get 64GB (2x32) DDR5 6000 C30 for $100 just like at the beginning of DDR5 entering the market we got 64GB (2x32) DDR4 3600 C16 for $100.

China please make my dream come true.

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boomstickah@reddit

Prices are going to come down, but I don't expect them to hit where they were last year for a long time. My understanding is that RAM companies were selling at a loss just to keep their fabs operating and to keep product moving.

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Marino4K@reddit

I don't expect them to hit where they were last year for a long time

They never will. Once prices go up and they know they'll sell, it's done for.

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spawndoorsupervisor@reddit

Eggs went from $6.50 to $1.50 a dozen over the past year.

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boomstickah@reddit

Everything was ridiculously priced during the pandemic but it normalized post pandemic.. they'll go down some

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bluegum69@reddit

I bought 64GB (2x32) DDR5 6000 SODIMM from Amazon for AU$240 in July last year, but changed my mind and swapped it for 2x16GB SODIMM. Now it’s going for AU$689 with a 9% discount—damn, I wish I had kept it.

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Oriumpor@reddit

I mean I'm not criticizing the policy here, but ... the time it took to get DDR5 out of China is a direct result of the protectionism we've been practicing with regards to chip manufacturing technologies...

If you want more of something on the world stage you lower trade barriers, not increase friction.

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Kinexity@reddit

The thing is that there is no good policy to deal with China.

If they were just given the tech they would just show the middle finger and steal it because they would know that nobody can stop them. Literally last year there was news of them having to call ASML for help with a DUV machine because they couldn't put it together after what was believed to be an attempt at reverse engineering.

At the same time as they are selling stuff from their own market they implement very protectionist policies where foreign companies have to enter joint ventures with Chinese companies to enter it and taking money out of China is pretty hard.

China doesn't want to play fair. And nobody misunderstand here - I am not saying that USA is playing fair.

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SmileyBMM@reddit

A lot of people don't fully know that the reason America was an industrial powerhouse in the 20th century was because it copied and improved designs people saw in other countries. The whole concept of patents and copyright has effectively crippled the west, because all innovation is partly derivative.

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Allfeelings0Logic@reddit

Everyone has done this, it's just human nature. We build upon the work of our ancestors for as long as there's been tool usage in our ancestry.

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SmileyBMM@reddit

nor is it in the best interest of the EU to yield to the CCP.

100% agree, the EU and Canada choosing China over the US is going to bite them hard (as it already has for many countries in Africa).

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mcassweed@reddit

You completely made that up.

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SmileyBMM@reddit

https://sites.lsa.umich.edu/mje/2024/03/27/opinion-the-train-that-lead-to-nowhere-the-double-edged-sword-of-chinas-belt-and-road-initiative-bri-in-africa/

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Wrecker013@reddit

Oh here we go, trying to falsely equate China’s thievery with America so it’s permissible.

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jinjuwaka@reddit

This is a HUGE problem that china presents to the rest of the world. They steal. They're brazen about it and REFUSE to so much as even entertain the idea of not stealing your IP. It's so bad you have to legitimately perform a risk analysis when bringing in chinese nationals to work on R&D projects in some sectors because the chinese government will try to plant spies in your R&D programs, or turn any chinese nationals you recruit by offering money or even threatening their families back in china.

It would be really nice if they wouldn't do that kind of shit. Would make international cooperation a lot easier.

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InformalEngine4972@reddit

We would do the same if China had superior technology.

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Kinexity@reddit

It is possible to improve technologically without stealing shit. Look no further than Taiwan, South Korea or Japan.

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mcassweed@reddit

Hilarious that you actually believe this.

First of all, all of those countries steal.

Second of all, Chinese brands dominates many home hardware that you have right now. Commercial drones, phones, tvs, robot vacuum and even game controllers just to name a few.

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wintrmt3@reddit

They were all notorious for stealing technology a few decades back.

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ahfoo@reddit

No, they still are. The US keeps a list called the Special 301 Priority Watch List and all three of those countries have been on it repeatedly because it's there to keep other countries down.

The US was also a haven for piracy throughout most of its history. This is all simply political games and finger pointing bigotry that sells very well today with the help of social media algorithms promoting the "we've been robbed" narrative that is meant to keep you from acting against the billionaire pigs that are the ones actually robbing you.

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hackenclaw@reddit

everybody steal if there is money to make, if your IP is too cheap, they will not waste R&D trying to reinvent your wheel, they will rather buy you cheap goods.

If you block them just like USA did, they will be even highly incentivise to take whatever means to get it.

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explosiv_skull@reddit

It would be really nice if they wouldn't do that kind of shit. Would make international cooperation a lot easier.

Problem is, history shows the most cutthroat operator usually wins in business and politics. There's really no incentive for them not to.

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megachickabutt@reddit

Old adage: if you can’t beat ‘em join ‘em. Isolationism and protectionism does not provide overall benefits to humanity in the long run.

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nittanyofthings@reddit

Is it protectionism to enforce intellectual property?

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mr_tolkien@reddit

Yes, “intellectual property” is just a way to transform knowledge into tradable assets to further the financiarisation of the world.

I would suggest reading “the code of capital” from Pistor on the subject. The whole concept is extremely new and only exists to stifle innovation and competition by creating monopolies.

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fuettli@reddit

yeah because all the large corps who can easily copy your invention and produce it at scale for a fraction of what you're able to should get all the profit from your invention and not you because anything other than that is stiffling innovation and competition o.O

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mr_tolkien@reddit

Wow you just described the current state of thing!

So what would change then?

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fuettli@reddit

So which large corp mass produced saw stops?

If you sell your IP clearly you made profit and not just the large corp, like did you even think for 2 seconds before you wrote that?

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KellyShepardRepublic@reddit

Ai companies are the current example. They want to force themselves as partners for everyone else meaning they can also block newcomers projects or steal from newcomers while working as partners similar to Amazon and many of their selling partners.

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KellyShepardRepublic@reddit

When the owners/shareholders of ai companies were stealing peoples works many of them didn’t care that they were stealing. As long as you are in the right circles and favored by the right money then you are allowed to bend rules but the rest must step in line and limit their upside.

Then they went around crying that they need protection of their assets from China…. Not things like paying your staff enough to not leave their staff instead of their outsized packages cause they think they did all the work. If a lower level worker or information can collapse your moat, then better stop paying yourself like the top dog and start spreading it around to the rest.

Companies used to know that there are many factors to protecting their business short term and long term but now the public must protect their long term while they get to seek short term profits. Just like when they first moved factories and now using public tax dollars to fund projects to come back instead of their own gains…

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Clean_Experience1394@reddit

Intellectual Property is dead AInyway

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Kinexity@reddit

Nonsense. Patents are fairly strictely enforced.

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pmjm@reddit

Ask the AI companies.

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autumn-morning-2085@reddit

After the reports that US was looking to (already did?) block sales of any ASML equipment to China, I wouldn't blame them if they really are trying to reverse engineer it. With every western protectionist move, you give them more incentive to "cheat". Trying to replicate the whole supply chain for fabs is an extremely expensive venture that makes no economic sense, no one WANTS to do it all.

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Whirblewind@reddit

This is worded really dishonestly as if to imply the US threw the first stone.

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nanonan@reddit

The US has thrown everything but missiles.

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Allfeelings0Logic@reddit

Yes the US is older than China, they were the first to cast the stone.

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nanonan@reddit

The fuck has China ever done to the US apart from beat your "capitalist paradise" at economics?

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kikimaru024@reddit

USA is older than the Peole's Republic of China by about 173 years.

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KellyShepardRepublic@reddit

The US owners and shareholders are the ones that gave away their advantage cause they had so much greed. Now after all their gains, instead of rebuilding with those gains, they expect the country to help them stop chinas advancements. Capitalism doesn’t work once government starts to fail up too big to fail businesses instead of allowing new ones to rise through innovation like before.

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autumn-morning-2085@reddit

Uhh, yes? Unless "whatabouting" intellectual property hypocrisies of every country over the centuries, US did throw the first stone when it comes to fabs.

They explicitly blocked ASML EUV sales because they didn't want China to produce their own high-end chips (just like Taiwan, Korea or US does), not for any IP theft reasons. They already bought DUV machines that they had no incentive not initiative to copy, until that point.

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Allfeelings0Logic@reddit

Good to know history started the day the US blocked ASML.

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autumn-morning-2085@reddit

Hence why I said you can whatabout this forever, there would be no end to the list of grievances for all the countries involved.

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Allfeelings0Logic@reddit

You could make the argument that Chinas protectionist moves are what led to today's western protectionist movement. At some point people get tired of you eating your cake and having it too.

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autumn-morning-2085@reddit

Can't think of any major country that isn't protectionist to some degree, it's the typical response when local industry can't compete. Something most developing economies have to contend with. Like farming is a sore topic for everyone when it comes to "free" trade.

The typical protectionist move is to block/reduce imports through tariffs and subsidies, not forcing everyone else (that wants to sell) from selling to the targeted country. That is sanctions territory and an escalation that has far reaching consequences. Could call it export-control if they were only blocking their own companies, but this goes far beyond that.

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Allfeelings0Logic@reddit

The typical protectionist move is to block/reduce imports through tariffs and subsidies

Well thank God that's all China does, case closed then!

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KellyShepardRepublic@reddit

Maybe Americas capitalist shouldn’t have given their power to China but they did and now we must use tax dollars to help them not lose their position even more…

For example, the government keeps giving contracts to IBM and Oracle which don’t create but swallow contracts and then subcontract or sit on whatever they swallow up.

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Exist50@reddit

Literally last year there was news of them having to call ASML for help with a DUV machine because they couldn't put it together after what was believed to be an attempt at reverse engineering.

Source?

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Kinexity@reddit

I sent it through a DM because I can't share links here.

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nanonan@reddit

You can share links here though, example: https://www.techspot.com/news/109969-chinese-engineers-allegedly-broke-asml-chipmaking-machine-failed.html

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bhop_monsterjam@reddit

hmmm today I will challenge a nation with a 1.4billion population and is known to be a manufacturing powerhouse

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eurochic-throw12@reddit

A population that emphasizes STEAM education in their children.

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ireadoldpost@reddit

*STEM

Art has nothing to do with manufacturing or RAM prices.

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kikimaru024@reddit

STEAM stands for Science, Technology, Engineering, Arts, and Maths.

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ireadoldpost@reddit

Yes and art has absolutely nothing to do with RAM manufacturing.

The other aspects do.

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fakediscolando@reddit

Yes, so basically all education. The acronym is useless in that form.

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JSS-Studios@reddit

I didn't know Valve contributed to education in China.

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Allfeelings0Logic@reddit

Yes but the rot has infested their people with children now wanting to be influencers as opposed to astronauts and engineers as they traditionally wanted to be. Even China is not immune to the effects of modern social media.

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Seanspeed@reddit

The industrial revolution has a bright future in China, it seems.

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gburdell@reddit

China's total fertility rate in 2025 was 0.93

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Deciheximal144@reddit

You realize that once China is ahead of the US, they'll probably exercise that same protectionism against it? It's a limited window to take advantage of the nice competition.

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kingwhocares@reddit

If you want more of something on the world stage you lower trade barriers, not increase friction.

The US car industry was killed this way when they couldn't compete against Japanese automakers.

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nittanyofthings@reddit

Unless you go back to the 80s, no one has started dram manufacturing without buying or stealing IP from someone else.

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Oriumpor@reddit

Blame Nixon, and then stop trading with China. Or, play with them as everyone else is. If you refuse to provide *your* wool, because today you're the only sucker with a colony there, the moment they get it, your advantage is not only lost, but maybe a nation with a managed economy decides it's just going to bury your entire chip industry in counterfeits and cheap knockoffs for the next 40 years so that doesn't happen ever again.

Ya know... like every single consumer electronics company is suffering with right now...

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Disregardskarma@reddit

Even if it’s a pipe dream, no one wants to give rivals a chance of getting to AGI first.

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three29@reddit

Pipe dream and we’re the ones getting piped by the dream.

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DeeJayDelicious@reddit

Same as when Nvidia released a RAM efficiency solution?

Or same as when Google published an algorithm to cut RAM usage in inferance?

I'll believe it when I see it.

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MountainDoit@reddit

Any RAM optimization is just going to be used to raise context ceilings, not use less RAM for the current limit

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Moscato359@reddit

AI is crazy expensive to operate... They may end up reducing it to lower cost.

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LukaC99@reddit

AI is cheap, demand is what's crazy high. Ppl want 100 tok/s on multiple agents running 8+/hr a day, for 5000B 300AB models.

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Reporting4Booty@reddit

What do regular people even do with that? Other than massive codebase rewrites (which may or may not be a good idea in the first place).

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Moscato359@reddit

Regular people don't matter

If ai can make a 150k engineer have the output of 200k of engineers, then that ai is worth 50k, so it just needs to cost less than 50k.

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ycnz@reddit

Narrator: The AI did not cost less than $50k.

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Moscato359@reddit

Im finding ai to make me moderately more productive

And its not costing more than 1k a month at most

But thats with these discounted buy in prices... its not sustainable

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Reporting4Booty@reddit

Yeah and that's fair, but the comment I replied to implies high-throughput agentic coding, analyzing large sections of a codebase or similar intensive use cases. If you're just doing regular everyday programmer stuff you can get by on ~1 mil tokens per day comfortably.

I probably just misread that comment and it was implied that companies are looking for that kind of throughput, not necessarily [individual] people.

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Moscato359@reddit

I burn a few million tokens per day on just a normal workday

Like...800k on 1 turn isn't even rare

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LukaC99@reddit

For normies the baseline use case remains a chatbot but that market is getting saturated and is not a big driver of revenue. The bulk of revenue and tokens is from enterprise who use LLMs for coding and agents (and coding agents).

Ppl are willing to pay for the cutting edge capabilities, and speed. Otherwise DeepSeek would be much more popular for it's KV cache efficiency and longetivity for good enough intelligence.

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klipseracer@reddit

It's gonna get cheaper once we start using chemical rockets to put AI data centers into space too /s

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Moscato359@reddit

The cooling for space datacenters seems impossible

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klipseracer@reddit

It only makes sense because Elon has a solar company(Solar City) , an AI company(xAI), and a rocket company(SpaceX).

This is not being done because space is a good place, but that's how he can funnel the global economy toward his personal projects.

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Oxflu@reddit

Elon is well aware of the logistical impossibility of an orbital data center. It's just a nonsense talking point to spur investment. No way in hell does it make sense to 1000x the investment cost of a data center when the government is just giving away the land and deferring taxes for decades.

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klipseracer@reddit

It does when that 1000x goes in your bank account.

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Oxflu@reddit

It costs like 3000 dollars minimum, per pound launched though right? I don't think that's a surmountable obstacle. It would have to be pretty small compared a land based data center and doesn't offer any advantage at all. It would be like putting a hospital in the middle of the ocean on 3 mile piles.

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Moscato359@reddit

Weirdly spacex bought xAI recently

and then spaceX uses cybertrucks as their only fleet vehicle, on government dime

it makes me sigh

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klipseracer@reddit

That's called dog fooding, using what you make.

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Moscato359@reddit

It isn't logical when you realize these are separate companies with partially different owners

Tesla is a public company, they should have an arms reach deal with spacex, treating them as just another company

Multiple should be unrelated companies working together to convert government space funding to ai and car sales is pretty much straight up corruption

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oursland@reddit

At least right now, increased context windows do not improve performance. Once the window grows large enough, the models become "confused". Adding more RAM only increases the zone of confusion.

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IAmYourFath@reddit

Good, ai context is limited as it is. I always run out after some time.

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WorriedGiraffe2793@reddit

Jevons paradox

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Scary-Jaguar-9072@reddit

It's inevitable. But I think you gotta be realistic about the timeline. Stuff like this takes years, its not just gonna happen in a few months.

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Allfeelings0Logic@reddit

Do these Chinese companies make GDDR7?

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Aggrokid@reddit

Well they said 2028, we won't see the effects for another 2 years at least

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Spenraw@reddit

When the economy is surviving sololy on future prospects of a tech that needs a resource that resource will be infinitely drained untill either true profits or the bubble pops

Btw true profits is when billionares can use AI to not have to rely on people anymore as they build bunkers knowing they have killed the planet

A few years ago they were hiring expects asking them how can they survive without the people who are left revolting, all the experts said "be kinder" they just chose to double down on AI and robotics investment

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Potatozeng@reddit

Changxin only makes 4% ram of the world. How does it flood yhe market? Chip fabrication is not a ont night thing

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ConsiderationKey4353@reddit

I think CXMT already invested years ago in FABS they also stole some samsung secrets to speed their ddr5 research

They will be making more by next year ( they said this about this year ) take it with a grain of salt

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Vushivushi@reddit

They make 300k WPM and are like going to be able to add ~150k through next year.

The issue is that HBM3 demand will consume roughly a third of their capacity. It could be less, but they're using multipatterning to produce HBM3 which affects yields. Meeting domestic HBM3 demand is non-negotiable so they have to throw wafers at the problem.

As a result, their traditional DRAM supply will grow just 10-20% which is pretty much just in line with everyone else.

The problem is HBM. Every GB of HBM produced is at least 3GB of DDR5 not being produced, at the minimum. This ratio is getting worse.

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Freckledd7@reddit

This isn't going to do shit, the further you read into the article the more you realise they are still planning. The moment some actual investments need to be made, nothing will happen and we will just forget about this article

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INITMalcanis@reddit

If only eg: 12% of said RAM capacity is currently going to the consumer market, then adding another 4 percentiles to that would have a significant effect

(numbers sourced from my big fat butt for illustrative effect)

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Allfeelings0Logic@reddit

They're aggressively expanding capacity

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PutridFlatulence@reddit

Modern monetary theorists and those in charge don't give a crap if joe middle class can't afford memory, they prefer higher prices constantly for their pyramid scheme banking systems and personal net worth.

Nobody is out there fighting to get you lower prices, you have to fight for your own worth and value.

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XWasTheProblem@reddit

Watch it all get instantly inhaled by scalpers or companies.

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red286@reddit

Yeah, this is kind of meaningless when AI companies have said they're ordering all RAM produced over the next 2-3 years. At best, this means that the shortage will only last another 1-1.5 years.

Until the bubble collapses or there's a paradigm shift, I don't see much changing any time soon.

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Seanspeed@reddit

12-18 months would be a drastic improvement on the current outlook of 'indefinite'.

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red286@reddit

That is best-case scenario, based on an assumption that Chinese manufacturers would double global supply, which is unlikely.

More likely, this will reduce it from 36 months to 32 months. I mean, I guess it's not "nothing", but it's not the fix everyone's hoping for.

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Marino4K@reddit

Chinese manufacturers would double global supply,

But what doesn't just stop the same companies from buying this RAM too? There's a shortage in general so as soon as new RAM is available, it's gonna get bought up too in anticipation of the issue continuing. I think its years before RAM prices come down to normal, and it'll be a new normal, which is still high.

Things never go back down in price.

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Seanspeed@reddit

Yea yea, I agree. Just commenting on the theoretical idea of it only being 12-18 more months of super inflated pricing. I very much doubt it'll work like that.

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Logical_Look8541@reddit

Its not indefinite. The reason why everyone says its going to ease up late 2028/2029 is that's when the DDR6 fabs will start producing (only LPDDR6 to start with). That is going to be the biggest increase for overall supply in the future, assuming the major manufacturers don't start converting DDR5 plants, but given how much money they are (and will continue to make) from those that's unlikely.

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IAmYourFath@reddit

Bubble isn't collapsing. Usage prices will rise drastically to cover losses, but none of the big 3 are going anywhere. They just need to stop the bleeding by not being so generous, but they can't cuz they will lose massive market share to the other two if they try. Lately googled crippled gemini with the 5 hourly and weekly usage limits and people are leaving left and right. Openai and antrophic won't make the same mistake. They will gradually squeeze the subscribers and ramp up the api costs until it's profittable, maybe even put some ads, but they ain't going anywhere.

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Swagtagonist@reddit

I’d love to see scalpers buy up tons and tons of Chinese ram and China just keep pumping ram into the market causing the scalpers to lose their shirts and ram prices to normalize.

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mr_nobody_2626@reddit

Yeah fuck em scalpers

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games-and-chocolate@reddit

scalpers do not have unlimited money. Becides storage cost money as well. I think scalping that might kill scalpers financially. they have to sell quick or they die!

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Extreme-Arm4609@reddit

Another pipe dream, they've been selling RAM and Nand for basically a decade and it hasn't lowered prices during the shortage maybe they will produce more but most of that will go towards hbm for Huawei supercomputers because that's where the money is not standard low margin consumer bull crap.

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crashtua@reddit

They were selling refurbished/trash chips from samsung/micron/hynix. Now they PRODUCE brand new OWN chips. Feel the difference.

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Extreme-Arm4609@reddit

There won't be a difference it all goes to the basically infinite data center boom like any for profit corporation would.

Or at best enterprise applications

Then consumer electronics

Then way down the list of importance consumer ddr5 and they can still sell it at just 20-30 percent less than the going rate and it will sell out instantly.

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crashtua@reddit

Not really. China wants dominate. So they will try to get regular customers as well. They do this in other areas.

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Extreme-Arm4609@reddit

Why do they give a damn about consumer electronics if there's way more money to be made in non-consumer electronics why would you bother why would you even think about bothering to sell consumer electronics at all if there's more money and basically guaranteed sales for non-consumer electronics applications.

You guys are just so hopeful it's adorable you're like little kids

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crashtua@reddit

But they already doing it. Internal china market market is larger than us+eu combined. + national security, + western tech will be banned. And more important - China are communists. They are not strictly following market prices and so. Take a look how many money China gov invested in electric cars.

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Extreme-Arm4609@reddit

Yes big market but the even Chinese enterprise market is way bigger than selling Jason in Kansas DDR5 sticks. And those other points apply way harder to enterprise market vs consumer

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crashtua@reddit

But it's not only about prices. They want market as is. Same shit will(probably) happen as with cars market. They will do customers ram because 1) they want to be independent from western tech 2) not all appliances requires 256 gb of ram(for example, some study pc or local store, they need just cheap regular pc to be functional).

I can agree that there is a chance(low tho) that it will not change situation in western countries, but China will be happy.

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Extreme-Arm4609@reddit

Cars is a bad comparison because cars is still a huge consumer thing

For memory most memory sold is B2B it's rarely producer to consumer

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rTpure@reddit

China only started to produce DDR5 recently...

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Extreme-Arm4609@reddit

About a year ago yeah that's long enough to be in the market it hasn't really changed anything and they've been producing ddr4 for a long time and that has only skyrocketed in a price and you can't buy Chinese dram at all like if you go to AliExpress and try to buy some it's basically all unavailable or at insane prices it hasn't changed the market at all.

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ahfoo@reddit

I just went to Aliexpress and searched for the price and availability of 16Gig DDR4 memory modules and the current price is about thirty bucks and there are plenty in stock. Perhaps the above message is confused about the difference between DDR5 and DDR4. The latter is cheap and widely available.

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rTpure@reddit

because its new technology for CXMT so the initial production is low volume

they are starting to ramp up production now

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Extreme-Arm4609@reddit

Again why would they bother selling it to consumers at all versus selling it to Data centers at a higher price and at more volume

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sicklyslick@reddit

Same reason they undercut the West on EVs instead of selling at a higher price?

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Extreme-Arm4609@reddit

Because that's a consumer product entirely there's no data center the version of a EV there's infinite data center versions of well data center ram.

Y'all are so delusional

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autogyrophilia@reddit

Because it is produced on older nodes therefore has a lower energy efficiency . Also, it's simply more supply.

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Extreme-Arm4609@reddit

That doesn't make any sense that would sell them to domestic data centers for a lower price than the other companies but still a much higher price and a much more volume than consumer stuff.

Y'all are just falling for the fantasy and I get it looks really attractive to have something super disruptive and cool but it's not going to happen let's be realistic

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autogyrophilia@reddit

Do you think there is infinite datacenter demand?

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Extreme-Arm4609@reddit

They're basically is right now it's all fake money but as long as it's paid in cash to the people making the memory they Don't really Care at that point.

Again I know y'all want to believe this fantasy but it's just not true

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PastaPandaSimon@reddit

I think you're not seeing the big picture. Entering the consumer market is the perfect strategic move due to the opening there. If you are guaranteed to be able to establish a foothold there, that's a strong one that will stick once the AI boom is over. If they can make a profit and enter a blue ocean, it's the play to make while that market is completely vulnerable to a new entrant.

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tat_tvam_asshole@reddit

The big 3 will just outsource production to these same china fabs and continue upgrading in-house prod to hbm and ddr6+ to chase higher tier demand. It won't meaningfully drive down the retail market because all parties benefit from higher prices besides consumers.

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ProfessionalPrincipa@reddit

Perhaps they're thinking of the long term implications of the benefits of establishing a beachhead in a foreign land.

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Deletereous@reddit

Rigjt now, SSDs prices in my country has fallen 56%.

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TokenRingAI@reddit

Which country?

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Deletereous@reddit

Mexico. Last month, a 1TB SATA SSD was $2500mx, yesterday I bought one for $1399mx.

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cadaada@reddit

Still costing a kidney here in brazil... did you just get a big discount or something?

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Deletereous@reddit

No, retail price, only 50 in stock at that moment though.

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Farados55@reddit

Once again China flexes its capacity for vertical integration. This has a lot of political implications, but as a consumer, I will gladly buy cheaper Chinese components. They've shown themselves to be perfectly competent.

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airmantharp@reddit

I don't want to buy Chinese components, but I'll gladly pay less for others because Chinese manufacturers are satisfying demand elsewhere

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Wrecker013@reddit

Perfectly competent at putting spyware in your PC.

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StradlatersFirstName@reddit

What data do you believe Chinese companies are collecting from North American users that North American companies aren't already collecting? What do you think Chinese companies plan to do with the data you believe they are collecting?

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sicklyslick@reddit

Wait till they can crack EUV....

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iamthewhatt@reddit

At this point its only a matter of time. The US is essentially giving up on advanced technology outside of nVidia and AI companies.

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Allfeelings0Logic@reddit

Rip intel

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Roxalon_Prime@reddit

Oh absolutely, it may be for the US and European states, if you're just an average person in the world, it is absolutely a positive. Unless Chinese AI startups goble all this memory as well

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sn2006gy@reddit

Did anyone RTFA?

"the memory supercycle could lose momentum by 2028, with prices potentially falling back to pre-boom levels if manufacturers scale production quickly enough."

2028 peeps... 20 fucking 28

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RAMChYLD@reddit

I can wait. 48GB is quite a lot especially if you’re using a lean and mean configuration, like say Linux.

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Allfeelings0Logic@reddit

Damn that's like 10 years from now checks date.... Fuck.

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sn2006gy@reddit

the post and replies here made it sound like relief was on its way. We haven’t even broke through the demand curve yet.

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JSS-Studios@reddit

Faster! Hurry up, they need to make more memory faster!

They need to make more memory FASTER!!!

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retroland74@reddit

I don't trust AI companies

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GalvenMin@reddit

I would gladly return to the era of noname DRAM, because at least we would be able to buy DRAM.

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xSeppuku@reddit

china's been saying this for years, we'll see if it actually happens.

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Frexxia@reddit

I'll believe it when I see it.

As far as I'm aware they do not produce anywhere enough DRAM or NAND to be able to "flood the market".

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Orange2Reasonable@reddit

RAM Cartel

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Mark_Knight@reddit

pleeeease man. i need mechanical drives but they're now average $50 CAD per TB. this flash shortage is fucking everything

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SkitzMon@reddit

I would not be surprised if we end up with a memory glut when half of these AI data centers that have placed orders get cancelled because the funding is not really there.

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