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. adrian_b · 1790865191 · focus · HN ↗

      CXMT has entered the market, but for now they cannot increase their production fast enough to influence significantly the global prices, due to the US "sanctions", which prevent them to buy modern fabrication equipment.

      So they must use older equipment, which has low productivity for state-of-the-art memories. Because of the "sanctions" there are now Chinese companies that have progressed significantly in semiconductor manufacturing equipment, but the effect of this will also take some more time to manifest.

      Nonetheless, if the 3 big memory producers will not be able to increase the availability of memory until 2028, then until then CXMT will grab with certainty a major part of the market (they have already grown quickly until 10% of the market, from a negligible percent previously).

      1. Danox · 1790879209 · focus · HN ↗

         The rest of the world won’t care. They will use whatever memory they can get, and if the Chinese are willing to supply it over the next 5 to 10 years, they end up on top…

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