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.
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.
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.
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…
They won’t sell it to you, they’re just making sure they aren’t beholden to the same ram shortages the rest of the world is.
There’s nothing Chinese won’t sell to you
I’m take one Beijing, please.
That’ll be 4 trillion (4×10^12) USD, please
unless they eventually don’t need foreign currency anymore because their own country produces everything they could ever need or want
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.
I’m sure the elites in China won’t take your money because they have gambling, sports cars, and hookers at home /s
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.
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.
Plenty of which will inevitably turn up on the secondary market.
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.
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
Force countries to pay for it with their currency and this will skyrocket their gdp and currency. Surpassing dollar.
What about all this other Chinese crap I own?
That was back before tariffs and any goodwill whatsoever dissolved.
You see, that is in your own words crap, 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.
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…