this post was submitted on 24 Dec 2025
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Does China not have any companies that can make RAM? Seems like an opportunity to grab some market share. But maybe they don't, or maybe they'd prefer to sell it to AI companies too.
CXMT has ddr5 manufacturing capabilities but it will be years before they scale it, and they're embargoed by the US, so nobody on good terms with the US can get it.
And yes, they would also sell to the enterprise customers, but it would lower prices overall.
So no one.
They do, but perhaps they haven't expanded yet into your market. I see some here sometimes.
Why would a Chinese for-profit corporation differ from any other? Except for the Chinese ones having backing from a garbage authoritarian empire. Maybe they can get free slaves from the state?
As opposed to the US, where they get free slaves from China AND the state.
Because the Chinese government controls Chinese companies whereas the American government just lets companies do whatever the hell they want.