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.
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.