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Ex-Samsung Chip Boss Says China's DRAM Blitz Could Crush The 414% DDR5 Price Spike Within A Year
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TropicalDingdongJust wild to consider the national security risk countries are taking by not being able to produce at least some level of this kind of manufacturing. Its like we learned precisely nothing during covid.
I think most countries are too obsessed with making money for the oligarchs that vote them into power to really be bothered with trying to have nation level consumer manufacturing of consumer electronics. Way more money exploiting labor for cheap, importing it with false flag container ships, and then selling to consumers at massive markups.
Yeah… it feels like we are seeing a planned economy function better in the long run than a capitalist economy….
Europe not having any DRAM factory looks intentional to me. Things like this make me believe that the rift between EU and US is only superficial.
Nah, USA is secondary now, we can get RAM from South Korea, Taiwan and Singapore, Japan, and now also China.
EU does not want to depend on USA, and on RAM or even chips in general we definitely don’t have to.
Currently EU produces 9% of the chips we use, and that is estimated to increase to 20% already by 2030.
But if those countries are asked by the US to not deliver to the EU, wouldn’t they obey?
Patience with USA is running out around the world, and I know for a fact that EU would retaliate against USA. I also know that China does not respect US sanctions like they used to, and has for instance just last week asked Chinese companies disregard US sanctions on imports of oil from Iran. Something that used to be completely unheard of.
Regarding Japan I think it would be a no too, because EU and Japan has made a comprehensible trade agreement, that I suspect USA wouldn’t be able to override.
USA also abandoned the CPTPP trade deal, which has 14 member countries, among them Japan and Singapore. And I don’t think they would appreciate being dictated by USA to not trade with EU, which is probably a bigger trade partner than USA. Since EU is the biggest trading block by combined trade in goods and services in the world.
The world is looking for cooperation around USA, so the American power to dictate trade terms around the globe is severely diminished compared to what it was before Trump’s liberation day.
I think if USA asked that of any country, the cost to USA from retaliation would soon turn out to be too great, and USA would have to allow EU to trade with whoever we want.
USA as a global power is declining fast, Xi even said that to Trump to his face when Trump visited China.
And Trump made up a story about Xi was talking about when Biden was president, which he wasn’t.
But the influence of the US is deep. E.g. looking for DRAM from Singapore:
U.S. memory chip maker Micron Technology is set to announce new memory chip manufacturing capacity investment in Singapore,
Taiwan is obviously stuck with the US because of China.
Japan is in an economic state that makes only sense if the US are dictating it.
Korea is in a similar position as Taiwan.
Economically it would make sense to keep trading with the EU, but the dependencies run deeper.
You are thinking about military protection against China, But Japan has joined the EU SAFE program, because they realize USA is an unreliable partner on defense now.
USA has removed defense systems from Taiwan, Korea and held back new ones to Japan to use them in the gulf instead. Yes Taiwan is dependent, but the other 2 are not under imminent threat, and are looking for alternatives to USA.
Ruining your economy now, to maybe get help in need later, is no longer a good option, against working with EU and China that are way more reliable.
mrmaplebarI’ll believe it when I see it, frankly, but hopefully just the notion that this could be true will put some downward pressure on RAM prices
However, he cautioned that the production investments could drop if mega technology firms see their return on investment on AI capital expenditure drop.
There’s also that.
Amazing opportunity for China to finance their investments in catching up on chip production. 🤔
ValmondHow would they do it? I mean they don’t have any more litography machines?
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Good, this is what I was hoping for, especially with demand for AI datacenters shrinking. I hope Micron hates themselves for killing off Crucial when this happens
Inb4 new tariffs.
Chinese RAM has CCP spyware, we’re only allowed to buy pure American RAM made in, uh, Taiwan lol
*South Korea
With the
TaiwanAmerican RAM you can spy on them!Sooo, do you know why in Taiwan?
as someone who self hosts, i will be buying like crazy. i used to just say “ehh , i’ll get it later” - but right now, its hdd availability thats killing me. i am trying to build a nas and wd red plus drives are a week out, with cable guy times. So i have to make sure i will be around in a three day window.
plz xi
But at what cost!?
Bold claim. I’ll believe it when it happens
It’s a good first step, but I already know they will be fine with only 300% of previous prices. They aren’t investing all this money to sell to the lowest bidder.
I mean we’ve seen how prices for Chinese solar and EVs dropped once production ramped up, I expect we’ll see the same with memory and eventually chips too.