Memory Prices Indefinitely High: SK Hynix Says Shortage Continues Through 2030 We haven't been complaining about RAM prices quite as much on the podcast
Assuming they end up making it for export. The article makes it sound like other Chinese companies are already interested so they may be the primary customers
On one hand it is an opportunity for CXMT to gain more market share. On the other when demand drops they will be left with excess capacity and that might discourage them from expanding.
People always find uses for computing power, and I expect running local AI models will only be getting more popular going forward. So, don’t really see demand collapsing.
I bet it’s not going to be that indefinite, a year tops before CXMT ramps up RAM production https://www.reuters.com/world/asia-pacific/chinas-cxmt-makes-breakthrough-advanced-memory-chips-information-reports-2026-08-31/
Assuming they end up making it for export. The article makes it sound like other Chinese companies are already interested so they may be the primary customers
Initially sure, but same thing happened with solar and EVs too. Eventually they hit the export phase, and then everybody gets to enjoy the treats.
Uhm excuse me that’s overcapacity. Europe has to ban CXMT products.
They will once daddy tells them to.
On one hand it is an opportunity for CXMT to gain more market share. On the other when demand drops they will be left with excess capacity and that might discourage them from expanding.
People always find uses for computing power, and I expect running local AI models will only be getting more popular going forward. So, don’t really see demand collapsing.