This is a most excellent place for technology news and articles.
On the one hand not fond of the CCP, and this is a step toward making Taiwan more "safely" invadeable.
On the other hand not fond of the United States throwing its weight around like it's in charge of the world and not fond of monopolies in general.
So hard to settle on a reaction for this.
of the United States throwing its weight around like it’s in charge of the world
After telling everyone they're not the police of the world
Wait no, I saw the documentary about a Team from America being the World Police!
Detach from the geopolitics - another way to make memory has been announced at a time when much of the technology and product has been tied up by massive global investments. This could help ease the current memory drought. Will it still be around after the AI bubble pops? This fabrication process could be like fracking - an expense only justified by the current high cost of supply. Is it worth investing in if the bubble pops and kills any gains, evaporating the money sunk into it? Does China and the 1% want to take the risk that this new fab process works and scales? That's the real stakes.
Its memory we are talking about, literally everyone in the world already uses it. Its not like crypto or other tech that might become obsolete any time soon.
The profit margins might shrink but there will be emough uses for it for sure. Think of personal clouds, archives, maybe cheaper gpus etc etc.
Maybe we will discover/implement algorithms that exploit memory trade offs once it becomes cheap.
Yeah, this is the correct take, I feel.
The RoC doesn't make much RAM, to my knowledge. It's the RoK that does that. Samsung, Micron, and SK Hynix all have their own fabs.
Ah, good, that makes this less of a dilemma then.
Yeah, this is a bit of a dilemma, to be sure.
Despite some seeing my doubts as anti China, I am more feeling cautious as there has been a history of over promising and under delivering. I hope this changes as the world really does need a serious competitor as the USA is in a capitalist death spiral at the moment and it would be nice to have other options. I hope Europe too can step it up too as it will suck if we end up in a situation where China or any single nation is once again the sole provider of anything required for the modern age. Competition is healthy or we end up with too much power on one place and that never ends well even for those with the power.
The whole world and all companies are overpromising as it is not punished. Steam though not promising and delivering
Might be surprising for USA's self- centric nationalists, yet, unsurprising considering china has become the rising tech power since about 10 years now.
The US hasn't been competitive in RAM (edit: manufacturing, though there is one plant in Virginia) in something like 40 years. The PRC is working on catching up to the RoK. I hope they manage to export good RAM soon, because the Korean companies are ~~all~~ both cutting back on ~~production~~ (edit: expansion) to increase prices.
Also, the lone American company in the mix, which still manufactures most of its supply abroad, just killed off its consumer division entirely to focus on selling RAM to datacenters.
Micron is American and is competitive, especially in some verticals.
Huh?
Micron is one of the big three DRAM producers.
And the South Koreans aren't lowering production, unless you mean DRAM specifically in favour of HBM for the datacentre/AI market (which is what they are doing), that would be crazy given the level of demand, it'd just let competitors take the market. Samsung and SK Hynix are expanding fabs, but they're not expected to be operational until 2027.
Blatant misinformation being upvoted lol
Edited to fix some mistakes, thanks for the corrections.
unless you mean DRAM specifically in favour of HBM for the datacentre/AI market (which is what they are doing)
Looks like it's the opposite:
Awesome. As an American consumer, China is doing far more for me than the corrupt USA.
Exploitative sweatshop labour pays dividends for us westerners, doesn't it?
Lmao when china does it, its sweatshop labour and when western companies pay their labour pennies its the fault of the workers for being lazy.
I get the feeling if this was a us company, people like you would have been chanting this as a success of capitalism that will increase competition and decrease prices.
Better than a million feral humans sent back to live as animals in urban nature and corrupt wage slavery for pirate banker commodity housing, not to mention the Flock-You surveillance state that is stealing citizenship and democracy right now. When Citizen is functionally equivalent to Slave, China looks far better. "You will own nothing and be happy about it." -because slaves that speak up find themselves dead. I'll take a sweatshop over this corruption any day.
Nearly everything you mentioned there could be said about China as well though. So, how? In what way does it make China look better? Serious question. And not a defense of the west out the US.
China has been doing more for you and I as American consumers than the USA for the past like 60 years. China is the manufacturing superpower of the world.
greetings from Kansas province
I'll believe it when I see it. Lots of news of supposed breakthroughs in China all the time but hardly any of it actually leads to anything concrete so far.
deepseek? their EV cars that are ahead of whatever Americans are making?
The 90s have called. They want their take on China back.
Yeah, okay, China.
How about produce the thing and don't pull any marketing tricks, hm? We'll find out one way or another whether these are the real deals.
They likely are; china surpassed us technologically about 5 years ago. They just don't export the good stuff. Source: I travel to china a LOT for work... its like going to the future.
Depending on where you are in China, I agree. But the benefits are very unevenly distributed.
The future is bleak. China is not a nice place to live.
That building looks kinda like a stick of ram from the front.
Big if true, but unlikely to be true.
Not on Alibaba today. Even if they need to bin many at slower speed, it could help with memory market. Needs actual production instead of press releases.
The biggest obstacles to China's successful future, the CCP and PLA. If Taipei took over Peking, then watch out.
