The images leaked by wxnod show a Corsair Vengeance DDR5 module featuring ChangXin Memory Technologies (CXMT) DRAM chips.
So, consumer suppliers for ram are sourcing Chinese made memory chips, instead of those made in Taiwan (because all the reputable manufacturers of the ram chips have their total manufacturing bought up by AI)
No idea.
New chip foundries take a while to come online, iron out process kinks, and get up to a decent level of reliable supply. Chip manufacturing is extremely precise and fiddly.
In 5 years? A lot more available & cheaper.
In the next year? Unlikely, unless the CXMT get really lucky. I think they have been making RAM for a while, but DDR5 (what people want) is the cutting edge.
I think it’s more likely there will be a collapse of AI (not a full collapse, but certainly a recalibration of expectation & forecasts) which will lead to an easing in demand
That gives me some hope. Either outcome works for me. Either china making more ram in 5 years (and exporting it, not at insane prices…), and/or the AI bubble popping and lowering prices that way.
Explain
In the first paragraph:
So, consumer suppliers for ram are sourcing Chinese made memory chips, instead of those made in Taiwan (because all the reputable manufacturers of the ram chips have their total manufacturing bought up by AI)
Thanks.
Will this make ram more available/cheaper?
No idea.
New chip foundries take a while to come online, iron out process kinks, and get up to a decent level of reliable supply. Chip manufacturing is extremely precise and fiddly.
In 5 years? A lot more available & cheaper.
In the next year? Unlikely, unless the CXMT get really lucky. I think they have been making RAM for a while, but DDR5 (what people want) is the cutting edge.
I think it’s more likely there will be a collapse of AI (not a full collapse, but certainly a recalibration of expectation & forecasts) which will lead to an easing in demand
That gives me some hope. Either outcome works for me. Either china making more ram in 5 years (and exporting it, not at insane prices…), and/or the AI bubble popping and lowering prices that way.