At the moment - for sure. When they scale production (could be more than 5 years) they may be able to exceed the dc demand. Chinese manufacturing of anything is running on much lower margins than others. They don’t play the limit-supply-to-increase-margins game. I think it’s a CCP policy, as it’s a harmful practice for the rest of the economy. So if they scale chip manufacturing to the point where it exceeds dc demand, they won’t stop scaling because their margins won’t fall. They’ll scale further to increase profits by making and selling into other markets - consumer, etc. including abroad. I think the limiting factors to this future are the mass producrion of high quality lithography machines in China as well as the availability of high performance CPU and GPU designs. They’re moving to solve all of those though, now faster than ever with the embargo on US tech.
Don’t worry, maybe china will flood the market with cheap ram soon or something.
In 3-4 years.
Most likely not. They are using it for their own datacenters.
At the moment - for sure. When they scale production (could be more than 5 years) they may be able to exceed the dc demand. Chinese manufacturing of anything is running on much lower margins than others. They don’t play the limit-supply-to-increase-margins game. I think it’s a CCP policy, as it’s a harmful practice for the rest of the economy. So if they scale chip manufacturing to the point where it exceeds dc demand, they won’t stop scaling because their margins won’t fall. They’ll scale further to increase profits by making and selling into other markets - consumer, etc. including abroad. I think the limiting factors to this future are the mass producrion of high quality lithography machines in China as well as the availability of high performance CPU and GPU designs. They’re moving to solve all of those though, now faster than ever with the embargo on US tech.
Time to check our backlogs.
But I don’t want cheap RAM, I want GoodRAM™
hey can i have a hit? i need a new ssd and psu sometime. well not need, want.
Isn’t that what this is? Some trade war with China?
Kinda what happened to Japan?
I don’t know
It’s caused by ai
https://www.cnbc.com/2026/01/10/micron-ai-memory-shortage-hbm-nvidia-samsung.html
That’s what I was talking about