The fact that it’s more profitable to do it at $300 per stick.

>>109160781
people conflate new chink manufacturer as a charity or something
they aren't lol

>>109160797
Maybe not, but they have a highly specialized and talented workforce that will labor vigorously all day and night for a quarterly fistful peanuts. So they shouldn't really need or care to sell for more.

They can’t. They buy it all from Taiwan. They are working on making their own RAM fabs.

>>109160818
>I'm watching FOX News all day.

>>109160781
They cant just conjure a ram factory from the ether.
Even for an existing ram manufacturer it takes like 3 years minimum to make a new working facility and china has trouble getting ahold of the lithography machines because of american sanctions, though I'm not sure if that affects ram much since ram chips are on ancient nodes, but i imagine china would want to use domestic sources anyway for security reasons and that might slow things down.

>>109160781
because China wants in on the AI profits as well. If they can start making DDR5 modules god enough for major companies to pick them up and use them, why would they choose to willingly sell for pennies when it's been shown AI companies will buy all RAM at any price?

I'm not an expert but my understanding is China can make ddr5 that's compatible but is on an older technology than Western (micron, SK, Samsung) ram sticks and can't reach the top speeds of high end ddr5. china doesn't have the technology to make ddr6 which is coming in a few years. so I can see the big 3 dropping consumer ram entirely and just producing ddr6 for the Sam Altman club and leaving consumers to Chinese knock offs

>>109160781
You can't buy them because they're on a banned entity list

>>109160781
Supply and demand.
At high demand, even if they charge $40, the store would sell it at $500 anyway.

>>109160781
I was about to say "patents" but it's China we're talking about.
The problem is, if a chinese company gets to produce ram sticks for cheap, like any other company it will do it for money, not for our pleasure. That company won't sell these sticks for cheap to us if AI centers are willing to pay $$$ for these.

>>109160781
they too have their own domestic AI companies that want them, did you not know that? lol

>>109160781
they could but it takes like 3 years to build a factory, and CXMT isn't building more factories.
Also AI GPU's use this thing called HBM and it uses the exact same wafer as DDR5 memory. So, all the spare CXMT resources are pointing at HBM memory that is worth 100x more than a $50 16gb ddr5 ram stick, because chinese GPU companies are going to buy those HBM chips (AKA the only companies that won't backstab CXMT due to US export controls).
it doesn't help CXMT that they can't buy ASML machines soon (but trump will probably change his mind when china prevents heavy metals from being exported).
Also ddr5 is about to be out of date soon, soon we will have ddr6, and samsung/hynix/micron will be eating good since the best hardware will be paired up with ddr6.

>>109160781
why sell to the consumer when corporations are willing to buy it at ten times the price?