Comment on RAM shortage chaos expands to GPUs, high-capacity SSDs, and even hard drives
RobotToaster@mander.xyz 2 weeks agoIt takes time to build factories, the big RAM manufacturers apparently think AI is a bubble, although that could just be an excuse for price fixing since there’s basically only three big RAM manufacturers.
China’s cxmt is apparently ramping up production, but they’re still relatively small.
orclev@lemmy.world 2 weeks ago
China is pushing hard to make their domestic brands the new standard world wide so they’re not worried about whether the bubble pops or not. They want to drive prices down even if that means selling at a loss because they know that’s what it’s going to take to dislodge the entrenched players. For better or worse it’s likely a winning strategy because the existing players are more concerned with maximizing their quarterly profits rather than meeting any kind of consumer demand or indeed even selling to consumers at all.