A particularly surprising discovery is that CXMT is constructing its cleanrooms—where the actual silicon is produced—in just around 12 months, whereas the rest of the DRAM manufacturing industry typically takes 21-24 months, nearly a full year longer.
Finally, the report notes that the Chinese government is encouraging CXMT to transfer its DRAM technology IP to other Chinese DRAM manufacturers such as JHICC, Swaysure, and YTMC’s subsidiary XMC. This initiative aims to alleviate memory shortages domestically before CAMT-designed DRAM enters other markets, such as the EU and possibly even the U.S.
Micron doesn’t seem interested in competing for consumer memory anyway, since they exited the consumer memory market. Latent demand exists for memory at not-outrageous prices so good for CXMT for filling that niche.
Fuck CXMT and every other Chinese action, if you think they’re in it for your interests then you’re a bigger dupe than a Trump supporter.
They aren’t in it for me, but Micron nor SK Hynix give any shits about me either.
But at least they don’t want to either kill you or force you into autocracy.
Wrong. Plenty of German large corpos helped Hitler come to power and made good money under him, and are prime brands these days. E.g. Agfa, BASF, Bayer and Sanofi. Our capitalists definitively do not want democracy. Plenty of them have said as much and their interests are aligned with autocracy. Democracy means taxes and regulations and they def don’t want either of those.
Many many more companies were completely destroyed by the nazi regime and even those that survived were destroyed during the following reparations and occupations.
The real winners were the foreign tech companies like IBM. I wonder if you can draw any paralels there?
I mean, we don’t actually know that. Micron may very well take that position if given the opportunity in exchange for profit. They do already run a cartel after all.
They might make some decisions against their own interests in the name of lowering taxes, but they can’t profit off of a country of dead bodies and if you live under an autocracy then so will they.
Chinese government has no such incentives holding them back.
CXMT will also sell at outrageous prices. It’s free money.
CXMT will sell the chips to memory manufacturers in China for “domestic use only” at near cost price as directed by the CCP.
Those manufacturers will construct consumer ram modules and sell them locally, and there will be grey market exports to other countries for ridiculously low prices compared to everyone else.
This way the CCP props up domestic supply, and chips away at foreign manufacturer market share by turning a blind eye to the massive grey market export of RAM.
Micron DDR chips are still being added to many consumer devices. They just would down the side the sold SSDs and similar direct to consumers.
The companies are still focusing on larger customers that are willing to pay more, one has to wonder how they will fare when those businesses aren’t willing to pay as much and the companies they told to take it or leave it have options from China.
Do you think they’ll stop expanding after filling the consumer memory market though?
I don’t think so, domestic electronics manufacturers have an enormous need for memory that is performant but doesn’t necessarily need the top-of-the-line, and probably China’s government is pushing to reduce the need for imported memory components from Korea or Taiwan as well, so demand for production is there coming from both the private and public sector.
That’s what I’m thinking too. They’re gonna go as far and as wide as they can go.
They would outpace demand regardless in order to undercut competitors at a loss, just like they did with Cobalt alloys and electric vehicles.
Only a matter of time before the rugpull if we let them in.