I bet it’s not going to be that indefinite, a year tops before CXMT ramps up RAM production https://www.reuters.com/world/asia-pacific/chinas-cxmt-makes-breakthrough-advanced-memory-chips-information-reports-2026-08-31/
Assuming they end up making it for export. The article makes it sound like other Chinese companies are already interested so they may be the primary customers
Initially sure, but same thing happened with solar and EVs too. Eventually they hit the export phase, and then everybody gets to enjoy the treats.
Uhm excuse me that’s overcapacity. Europe has to ban CXMT products.
They will once daddy tells them to.
On one hand it is an opportunity for CXMT to gain more market share. On the other when demand drops they will be left with excess capacity and that might discourage them from expanding.
People always find uses for computing power, and I expect running local AI models will only be getting more popular going forward. So, don’t really see demand collapsing.
It’s bad, OK, I’m not trying to remove any blame or criticism for the situation.
That being said, what actual normal usage for a normal person (not a National Geographic 8K stereo 360 video editor or a developer compiling Firefox daily) needs a lot, say more than 16GBm of RAM?
Again I’m not trying to find a way to accept a bad situation, only to see which actual usages are in trouble because honestly I don’t see any.
There are some games that require a lot of RAM, especially if recording while playing or something.
The fact that you wrote “some” perfectly illustrates my point, it’s not normal. It doesn’t mean those usages aren’t important, just not typical.
It just means I wasn’t sure my example (4x games) was completely right
Did a quick search and “Most games required more than 16GB RAM ONLY if the game was played at 4k or 8k resolution. Usually between 16-25GB RAM” https://laptopstudy.com/ram-usage-games/ so I would argue that’s not a typical usage.
i feel the pain.
yet i am cautiously optimistic .
