On the one hand not fond of the CCP, and this is a step toward making Taiwan more “safely” invadeable.
On the other hand not fond of the United States throwing its weight around like it’s in charge of the world and not fond of monopolies in general.
So hard to settle on a reaction for this.
Detach from the geopolitics - another way to make memory has been announced at a time when much of the technology and product has been tied up by massive global investments. This could help ease the current memory drought. Will it still be around after the AI bubble pops? This fabrication process could be like fracking - an expense only justified by the current high cost of supply. Is it worth investing in if the bubble pops and kills any gains, evaporating the money sunk into it? Does China and the 1% want to take the risk that this new fab process works and scales? That’s the real stakes.
Its memory we are talking about, literally everyone in the world already uses it. Its not like crypto or other tech that might become obsolete any time soon.
The profit margins might shrink but there will be emough uses for it for sure. Think of personal clouds, archives, maybe cheaper gpus etc etc.
Maybe we will discover/implement algorithms that exploit memory trade offs once it becomes cheap.
Yeah, this is the correct take, I feel.
The RoC doesn’t make much RAM, to my knowledge. It’s the RoK that does that. Samsung, Micron, and SK Hynix all have their own fabs.
Ah, good, that makes this less of a dilemma then.
Yeah, this is a bit of a dilemma, to be sure.
Despite some seeing my doubts as anti China, I am more feeling cautious as there has been a history of over promising and under delivering. I hope this changes as the world really does need a serious competitor as the USA is in a capitalist death spiral at the moment and it would be nice to have other options. I hope Europe too can step it up too as it will suck if we end up in a situation where China or any single nation is once again the sole provider of anything required for the modern age. Competition is healthy or we end up with too much power on one place and that never ends well even for those with the power.
The whole world and all companies are overpromising as it is not punished. Steam though not promising and delivering
Very much agreed. We have left reality where the product is the value and into the marketing is the value.
HL3 when?
Might be surprising for USA’s self- centric nationalists, yet, unsurprising considering china has become the rising tech power since about 10 years now.
The US hasn’t been competitive in RAM (edit: manufacturing, though there is one plant in Virginia) in something like 40 years. The PRC is working on catching up to the RoK. I hope they manage to export good RAM soon, because the Korean companies are
allboth cutting back onproduction(edit: expansion) to increase prices.Also, the lone American company in the mix, which still manufactures most of its supply abroad, just killed off its consumer division entirely to focus on selling RAM to datacenters.
Micron is American and is competitive, especially in some verticals.
Huh?
Micron is one of the big three DRAM producers.
And the South Koreans aren’t lowering production, unless you mean DRAM specifically in favour of HBM for the datacentre/AI market (which is what they are doing), that would be crazy given the level of demand, it’d just let competitors take the market. Samsung and SK Hynix are expanding fabs, but they’re not expected to be operational until 2027.
Blatant misinformation being upvoted lol
Edited to fix some mistakes, thanks for the corrections.
unless you mean DRAM specifically in favour of HBM for the datacentre/AI market (which is what they are doing)
Looks like it’s the opposite:
I’ll believe it when I see it. Lots of news of supposed breakthroughs in China all the time but hardly any of it actually leads to anything concrete so far.
deepseek? their EV cars that are ahead of whatever Americans are making?
DeepSeek was frankly oversold (people were making a big fuss about how it’s better than others in every way but it was only more efficient and while I think that’s notable, it was a far cry from what was being reported) and I personally don’t think we should be investing that much time and energy in LLMs anyways. I’ll give them that for EVs but they easily cost 2x of a standard ICE Japanese car here since China companies seem to be targeting the luxury car market so it didn’t occur to me at all.
Not sure why you even brought up American cars to be honest.
That said, I was thinking more of semiconductors and there’s been so much news of Huawei doing all sorts of things that have went nowhere so far.
their luxury EVs are twice as expensive as lower end ICE cars, is such a statement. i hope I just need to point it out for people to notice how logically flawed it is.
That would make sense if they actually sold lower end EVs where I live…
aren’t they taking over the EU?
also, their amazing cities that came out nowhere in the last few decades, their high speed rail… I have lots of issues with China. but it is a good thing when the State invest in public infrastructure and it’s people rather than the State being a tool for the wealthy to rob the public.
I’m in Asia lol. While China is fairly high profile being the largest Asian country here, plenty of other Asian countries do the same with investment in public infrastructure whole being a democratic nation.
that’s good too.
it’s ok to agree that one state you disagree with is doing something good. Just because the worst person you know likes pizza, doesn’t mean that pizza is bad.
I can’t personally criticise China’s democracy because I’m in the US now, and I would argue the US isn’t more democratic than China
Big if true, but unlikely to be true.
Not on Alibaba today. Even if they need to bin many at slower speed, it could help with memory market. Needs actual production instead of press releases.
The biggest obstacles to China’s successful future, the CCP and PLA. If Taipei took over Peking, then watch out.
LoL. 80% of literally all poverty alleviation in the entire world over the last 70 years was done by the CPC. The CPC 5-year planning process led to the establishment of Chinese university dominance in at least 36 of the tracked 48 high tech fields in the world and it’s not even close - in some high tech fields China holds all of the top 10 spots. The CPC presided over literally the largest and fastest industrialization process the world has ever seen.
