>CXMT's revenue surged 720% after flooding the market with RAM >they now have ~10% of the global RAM share>could increase to 20% depending on how much they scale their production>American company Corsair already made a huge purchase of CXMT RAM, with other American companies in negotiations to discuss RAM security contractsMan. It's good to hear American companies are gobbling up cheap Chinese RAM. But will this trickle down to the consumers with these cost savings?
Will these be affected by tariffs?
>>108892183You know they will, they never let us have anything good.
>>108892172based free market to the rescue again
>>108892172>But will this trickle down to the consumers with these cost savings?Unlike gookike companies, CXMT will use the revenue to continue boosting production. They're not interested in creating a duopoly, they're going to take the entire market away for themselves.>>108892183European countries will be buying the CXMT memory and reducing demand on Samsung and TSMC memory, which would theoretically lead to reduced prices for those.
>sell product in high demand>chart goes upwow. thanks for this thread.
It's crazy seeing retards on /g/ cope for the past week.>CXMT comes out with DDR5 RAM>"it's fake!">"if it's real then let me see it!">CXMT DDR5 RAM is in Corsair products>"it's fake!">"if it's real then let me see it!">CXMT is looking to put more of their DDR5 RAM in other American products>"it's fake!">"if it's real then let me see it!"How much longer until CXMT (and other Chinese companies) take over the RAM market? Micron already exited consumer products since last year.
>>108892313>Jensen Huang and other top tech CEOs went to China to shuck their hardware in the Trump-China summit>China objects, say they're not interesting in buying American hardware>instead, it's American companies buying Chinese hardwareFunny how things change so quickly.
>>108892313>Micron already exited consumer products since last yearThey stopped using the Crucial label. Near as I can tell they're still selling to retail DIMM OEMs and their ram is sure as shit still ending up in consumer devices like iPhones. Do you actually think they're only selling to datacenter customers? For all those datacenters that aren't actually getting built?
>>108892313My question is why do people even care if ram comes from China? Is there a quality concern? Isn't the technology super simple it's just refreshing a charge across a couple transistors. It's not like you have to eat it, it's like the plumbing in your house, who cares where it's made when shit just flows through it the same either way.
>>108892361>Isn't the technology super simpleThe concept is super simple. The ability to manufacture to the specified tolerances is the bottleneck on a thing's cost/quality/efficiency. It has been so since shortly before the industrial revolution. China is buying from the same suppliers in most cases, and stealing IP for how to use them, so it should be fine. In the cases where they're cloning the tools instead of buying the name brand, it's probably also fine. Semiconductor QC is fairly robust. Unless they're willing to simply lie about their specs. Which they always are.
>>108892361>>108892381DRAM is largely fungible for datacenter or consumer. HBM is less so, or at least the quality needed for GPUs.OP still sucks a bag of yellow-haired dog dicks for using twitter instead of reading the semianalysis report. That will at least tell us if they plan to sell immediately to retail or just hoard it for 2028.
>>108892225Don’t worry, national security will strike somehow.
>>108892405>DRAM is largely fungibleThat's not overly relevant when making it in the first place was hard. Intel, Global Foundries, and Texas Instruments all gave up on making newer technology over a decade ago. And they aren't making much money from datacenter or consumer RAM sales.
>>108892320>American companies buying Chinese hardware>Funny how things change so quickly.thats been happening since the 2000s
>>108892428NAND and DRAM are low margin & cyclical products. Andy Grove famously pivoted Intel away from DRAM to microprocessors in the 80s when Japanese DRAM was flooding the market. As long as the foreign DRAM is designed to standardized, interchangeable specifications it doesn't matter who made it. Its not as hard as you make it seem. Same reason Ford stopped making engines for Tanks. Datacenter demand for NAND and GPU designer demand for SDRAM is where all the fucking money is this year, and the lack of it is drying up that same supply for consumers. Global inventories should have been in a oversupply this year if not for Samshit.
>>108892438steve made a vid yesterday about ngreediait can be seen, clearly, they want personal computers gone - no more hardware for plebiansbut that is not a new thing if you read about inbred bucktooth imbeciles who planned all of this and from top down pushed/financed/arranged for these tax-leeching companies to become monopoliesbesides statements of these slimy salesman muppets aka ceos, you can notice that imbecile bureaucrats are pushing computer et al on children in primary school for quite a while, acclimating them to brave new world shit = when grown ups push them to datacenter clouds (omg clouds! omg datacentderps! omg!)unsure if chineses are backstabbing their partners (since they are all on same team in regards to few things including tech+surveillance) or if just raising their reputation
>>108892313CXMT RAM was already found on Lenovo laptops two months after that sister fucker caused it last year.How could that possibly be fake?
>>108892361tone it down with the anti-semitic remarks
>>108892381>stealing IP>cloning the tools>lie about their specsamericope bingo status?
