Thread

1. proxysna · 1790860572 · focus · HN ↗

   I have huge hopes fox CXMT entering the market and at least offsetting this nightmare. Just this week i've paid ~$1k USD for 2x32G DDR5 ECC, insane.

   1. elorant · 1790860663 · focus · HN ↗

      They don't have the infrastructure to meet global demand.

      1. HarHarVeryFunny · 1790869843 · focus · HN ↗

         Depends on what kind of memory you are talking about.

         For DRAM, CXMT were only 1% of the global supply 3 years ago, and are now already 10%. They are growing extremely rapidly.

         If you are concerned about consumer memory - smartphones, laptops, desktops, then this is what CXMT are making. CXMT do make HBM too, for AI accelerators, but their volume there is held back by sanctions.

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