• baguettefish@discuss.tchncs.de
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        1 month ago

        unless they eventually don’t need foreign currency anymore because their own country produces everything they could ever need or want

        • Atomic@sh.itjust.works
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          1 month ago

          Nope. China is too big of a country to produce everything they need themselves.

          Contrary to popular belief, what china imports the most is actually electronic components. Followed by fossil fuels.

          Those two categories alone account for ~40% of all Chineese imports as of 2024.

        • fruitycoder@sh.itjust.works
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          1 month ago

          I’m sure the elites in China won’t take your money because they have gambling, sports cars, and hookers at home /s

    • UnderpantsWeevil@lemmy.world
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      1 month ago

      They won’t sell it to you

      China is a major consumer of RAM. If they can supply it domestically, that has the potential to reduce the volume of global imports and subsequent price pressure.

      If their competitors can’t keep up, you will eventually see Chinese RAM get out onto the secondary market in the same way Chinese EVs and Chinese cell phones and Chinese solar panels and Chinese steel have depressed global prices for these commodities.

      • Atomic@sh.itjust.works
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        1 month ago

        If their competitors can’t keep up

        Their competitors have already sold out their entire 2027 production.

        The money they make selling RAM to private consumers is not even 1 promille of their revenue.

        • UnderpantsWeevil@lemmy.world
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          1 month ago

          Their competitors have already sold out their entire 2027 production.

          Plenty of which will inevitably turn up on the secondary market.

          The money they make selling RAM to private consumers is not even 1 promille of their revenue.

          The RAM they sell to home-labbers and hobbyists, sure. The RAM they’re selling to Dell and Lenovo and Apple? A significantly higher chunk of their revenues. But that’s a side issue. These kinds of RAM sticks are largerly fungible.

          The new high end AI datacenters are building out specialty hardware that isn’t PC compatible. And the real worry is that these firms migrate over to the AI datacenter designs in a way that causes a semi-permanent shortage on the independent PC side.

          • Atomic@sh.itjust.works
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            1 month ago

            Interesting. I have heard that hardware manufacturers create specific chip architecture to suit AI technology.

            Though I had not considered that the hardware might shift so much as to be rendered “useless” for the average consumer

      • zaphod@sopuli.xyz
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        1 month ago

        You see, that is in your own words crap, they keep the good stuff for themselves.

        • jj4211@lemmy.world
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          1 month ago

          There is some decent Chinese stuff. Sometimes it’s hard to know though with the flood of crap. For example Anker seems consistently decent, but anything that sounds like Qihoon or Xiyomao or whatever random brand word they pop into existence on the other hand…

        • UnderpantsWeevil@lemmy.world
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          1 month ago

          they keep the good stuff for themselves.

          Do they? If anything, I believe China’s been exporting the high-end luxury items because they have absurd margins in western markets. Meanwhile, the good-enough goods stay at home, because it isn’t worth the time or effort to sail them across the ocean and market them.

          I guess Temu and its peers have changed that, to a degree. But so much Temu crap just gets bought up by local American drop-shippers, marked up to American prices, and rebranded as western equivalent merch that it feels like much the same.

  • Sims@lemmy.ml
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    1 month ago

    Hehe… Go go China !! Crush those scamming mofo’s from the US controlled sphere of influence…

    • yucandu@lemmy.world
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      1 month ago

      Competition is good. Two spheres of influence.

      Chinese sphere of influence is not good. Theirs includes the worst countries in the world, like North Korea, and Russia.

        • fruitycoder@sh.itjust.works
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          1 month ago

          Yep. At the current rate neither the Chinese nor American states will save us. Neither want democracy or liberty for the average person and value control over any other moral principle.

          • Aceticon@lemmy.dbzer0.com
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            1 month ago

            Different performative elements and mechanisms for determing the subset of people who are priviledged elites, same operating principles.

        • Aceticon@lemmy.dbzer0.com
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          1 month ago

          Yeah, pulling the “America are good guys, China are bad guys” card at a time when America are unwavering allies and supporters of the nation who is openly doing in the XXI century the same kind of thing as the Nazis did, with equal levels of inhumanity and ultra-racist violence, doesn’t have quite the same power as it did even a decade ago (though even then the whole Iraq invasion thing had already showed the American “moral high ground” as being mainly a tall pile of mainly middle eastern corpses).

      • AlteredEgo@lemmy.ml
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        1 month ago

        Production of basic necessities and planning an economy is good. China build so many apartments they now have 90% home ownership instead of treating housing as a speculative asset. Now they caught up in high tech and in will be producing highest tech computer chips. And they are building nuclear power plants so you can actually buy AI tokens that do not contribute to the destruction of our world.

        Also North Korea is far less dire than depicted these days. I wouldn’t want to live there but life expectancy is something like 74 years so overall it’s probably far from the worst country on earth.

        You shouldn’t trust the mainsteam western media or institutions about any of this.

    • dai@lemmy.world
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      1 month ago

      Yeah that’s probably a sad truth for those in the good ol’ USA.

    • billwashere@lemmy.world
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      1 month ago

      This is totally going to happen. And there is nothing you can do as far as spying with memory but I guarantee they will come up with some bullshit excuse related to that. I mean the only thing I can think of is some sort of kill switch but that would just kill the machine. Do that enough and nobody buys your RAM so what would be the point. Maybe just plain market manipulation but that’s pretty much happening now.

    • GreenKnight23@lemmy.world
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      1 month ago

      let’s be honest, these are already banned by the Chinese device ban that banned routers.

      but, truthfully, if I can’t even trust Chinese IP cams to not snoop on me, why would I trust RAM?

    • kent_eh@lemmy.ca
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      30 days ago

      Nothing a import ban can’t fix.

      Just because the US bans something, that doesn’t stop the rest of the world from buying.

        • kent_eh@lemmy.ca
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          30 days ago

          What I want though is memory prices to go back down here.

          A price war might lead in that direction.

          • MehBlah@lemmy.world
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            30 days ago

            Just like that price war between american cars and all those Chinese ones they let be imported. The whole point of import bans in the US is to prevent a true free market.

  • PumaStoleMyBluff@lemmy.world
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    1 month ago

    Is it normal to refer to Taiwanese RAM manufacturers as “Western”?

    I’m glad they distinguish it from China obviously, but calling G.Skill and MSI Western feels kinda weird.

    • UnderpantsWeevil@lemmy.world
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      1 month ago

      Sort of the joke in the modern US attitude towards Taiwan. They see a break-away province and have no actual respect for their sovereignty. Independent small nations are just colonies-up-for-grabs in the eyes of the US State Department.

    • Atomic@sh.itjust.works
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      1 month ago

      They do so because while the manufacturing is taking place in Taiwan, the blueprints are not.

      It’s why we call iPhone american phones. Despite them being manufactured in China

    • minorkeys@sh.itjust.works
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      1 month ago

      Yes, they chose to put themselves, economically and politically, within the western sphere of influence. It is not geographic. Weirdness is from your ignorance of geopolitics.

  • Aceticon@lemmy.dbzer0.com
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    1 month ago

    The Chinese government being much more fans of a directed market than of a totally unregulated one (neither of which is a Free Market by the way - that thing only exists when barriers to market entry are incredibly low, and it’s not as if any Jack or Joe can set up their very own memory production cottage factory in their backyard, so it’s not possible for there to be a Free Market in RAM under current technology), they’ll probably make sure that RAM only ever leaves China as part of more complex products (i.e. computers, smartphones, tablets and so on) made in China, thus making also Made In China for those product lines be more competitive.

    (In other words, want a gaming PC or smartphone with more memory - buy the whole thing from China or pay 10x more)

    If properly managed this could boost quite a lot more digital electronics industries in China than merelly RAM.

    • AlteredEgo@lemmy.ml
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      1 month ago

      I mean if you do need / have to use AI, you can buy tokens from China that use nuclear power plants. There should be a boycott for all AI providers that do not primarily use solar or wind or nuclear. With that branding China could literally outjerk the west in greenwashing lol.

  • FabledAepitaph@lemmy.world
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    1 month ago

    Not great with hardware tbh… will I soon be able to nab 64 or 128gb of ddr5 compatible with my American gaming pc?

    • Bilb!@lemmy.ml
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      1 month ago

      I’m not sure what would stop them from charging whatever they can, which will be a lot.

      More competitors should create more downward pressure on what memory manufacturers can charge, but even with new entrants there still aren’t that many.

      • kent_eh@lemmy.ca
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        30 days ago

        I’m not sure what would stop them from charging whatever they can

        Undercutting the competition to gain market share is a time tested business strategy.

        • Bilb!@lemmy.ml
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          30 days ago

          Sure, but unless there’s a surplus of supply they’ll sell their full capacity without doing that. I hope there is, though, or at least that demand for RAM chips will go down soon.

  • moopet@sh.itjust.works
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    1 month ago

    I thought almost all memory was Chinese-made? So it’s catching up with itself? What does this mean, what does any of this meeeeean?

    • Zron@lemmy.world
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      1 month ago

      Manufactured in China does not mean Chinese made.

      The fabrication equipment is designed by American or Korean companies, which may have factories in China. Although most things like CPUs and Memory are actually manufactured in Taiwan which is functionally an independent state, hence why China wants it back so bad. This is saying that Chinese domestic designs are now on par with non Chinese designs in terms of performance. Which is actually huge because it means we might now have more than 3 memory manufacturers in the world.

      • brucethemoose@lemmy.world
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        1 month ago

        Most DRAM is Micron (US, with some fabs spread elsewhere), SK Hynix (South Korea) and Samsung (South Korea, with some spread IIRC), but there are a few other smaller players for specific technologies.

        CPUs are mostly Taiwan, yes, but Intel has fabs spread all over the world. So do players who make smaller, embedded stuff.

        NAND flash is spread out, too.

        Taiwan is very central, but not for memory, really. And China has mostly just done the PCB/lower tech assembly until recently.