I’m sure they’ll try to ban Chinese memory for “national security reasons” but the differences here are that memory is much easier to smuggle in, and even if not, them flooding other markets would free up more supply of other manufacturers enough that we should see major price drops anyway. They recently tried banning imports of foreign-made routers and that didn’t seem to actually work out.
I hope China floods the market with cheap RAM and absolutely destroys these scumbag memory companies.
The internet is experiencing a sloppy death.
The market can remain irrational until the bag can be safely passed onto retail and/or bailouts are secured.
$185 is still way above the already ridiculous IPO price of $135. If this market made any sense, it wouldn’t have gotten this high in the first place, but since we’re here, it should really continue dropping. However, knowing how this market is, I wouldn’t be surprised if this is just a momentary dip before going back up for some dumb made-up reason.
Neither can AI, unless you want a garbage heap of a codebase.
That’s true, but after that point the capacity is there and it will be harder to constrain supply in this way after that. After China establishes a major memory player, I assume they wouldn’t want to fall behind after that point either.