787
Memory prices tipped to fall as China starts flooding the market with DRAM and NAND chips
(www.techspot.com)
Go China Go!
this post was submitted on 22 May 2026
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This is not bad at all. Go for it π
I thought it would take yeeeeeaaaars to build new factories. That's what they were saying when it started.
Another leg up for the Chinese from the American AI bubble! Think how long it would have taken to penetrate the memory market if there wasnβt an artificial shortage.
"Is for me? ππ"
~ AI
"UwU is all that wam for wittle old me?"
~ AI probably
The West is its own enemy. Not only are our oligarchs against us, they are dimwitted and donβt plan ahead for anything but earnings reports.
Runaway Capitalism western civilization started at the end of the Vietnam War in America. The MIC went private and every motivation was for Wall Street means and shareholders, etc. Who were the ones that created the biggest demands of the drug trade and America made a new war for itself against itself to feed itself. The War on Drugs.
Now we are nearing the collapse. Trump is the cumulative representation of America. America is Trump. MIT predicted this civilization's decline at around 2040. And it looks like that should be the approximate set date for WW3 also given the current trends and shift in global super powers.
THIS QUARTER'S earnings reports. sigh
Unregulated capitalism (and probably all power systems) self-selects for mental illness. Not only do they not plan for long-term, the people running a lot of these companies are not capable of it.
It's telling that if someone powerful like a politician actually does their job, they're hailed by the general public as a hero.
I sincerely hope this fucks up the market. I hope all the other manufacturers get fucked right up their greedy fucking asses.
With an unlubricated horse cock
Mr Hands, please save us!
Use lube, or find another phallic object. That poor horse deserved better.
Obviously this is good for RAM prices but does the NAND part affect SSD prices as well?
I'd skip spinning platters if I could get 4 TB of SSD for vheapt
Why aren't data centers buying up all this RAM too?
I'm guessing because China isn't producing the type of RAM they want. Put it this way, when the AI bubble bursts we aren't going to have a load of RAM and GPUs suddenly available, because the AI data centre versions aren't in a format that's useful in consumer tech, or even all the data centre systems. They are optimised towards AI workloads and don't really work in normal computer systems. Equally that means that if the RAM that's been produced isn't in this AI workload optimised format, then the data centres can't use it.
The crime isn't that the AI data centres were using a lot of the RAM, it was that the manufacturers were letting them by producing all their RAM in the required format.
but surely there are ppl out there smart enough to make it work somehow?
after all we can play Doom on just about any device
Without actually ripping chips off boards, you would be stuck with a pizza oven sized computer that sounds like a jet engine, uses more electricity than that pizza oven would, and doesn't have a video-out port on the GPU. They really are tailored to a particular kind of use case and unless you are running your own ai models or /maybe/ something like crypto mining, its going to be pretty useless.
I'm sure they could be made to work. But why would they when they've got the likes of Nvidia producing all the chips they could ever want.
Even if they were made to work, they may still be bad in price / perf and not worth using simply due to being manufactured for a completely different purpose.
when the bubble pops there will be loads of these (assuming they haven't all been cocktailed).
prob buy em for pennies on the dollar.
bet in 10 yrs time someone could figure out how to run them on a quarter the energy usage.
one can hope, to up cycle this fucking stain on humanity
Ehh HBM3 memory is definitey very useful in consumer GPUs. I have a prosumer one with HBM2 and it helps. The bandwidth is several times that of GDDRX!
Except maybe in America if MAGA dreams up some tariffs because Freedom (Chinese EVs have entered the chat).
Communist EVs are made with stolen organs and enslaved lithium and fingernails pried from the hands of good Christian missionaries.
If you even look at a Chinese EV you are committing genocide.
Yeah but I'm doing it for FREEDOMβ’ so it doesn't count!
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The Chinese AI labs are really trying to pop the bubble, too.
How?
Well lemme ask you this. What if models 80-90% as good as Claude, with weights just thrown out there for any provider (or homelab) to host, flood the market? What if they're so dirt cheap to run, they're almost free, and don't even need Nvidia GPUs? What they need fewer resources to run with each update, instead of more?
...What if this already happened, and Big Tech is maddly lobbying to ban/censor them before people realize it, and that the "infinite scaling" thing is a big fat lie?
That's the state of things.
It turns out that off-shoring your economy to a political rival is a really dumb thing for a capitalist to do.
but also necessary and that's the beautiful contradiction of capitalism that will cause it's inevitable downfall
"the capitalists will sell us the rope we hang them with"
(Exact source unkown)
Or:
"Just keep making and selling them more rope, eventually they'll hang themselves with it."
off-shoring your economy to a political rival
If you offshore your economy, what prevents the recipient from becoming a rival?
We've offshored to all the BRICS countries and they've all become our rivals was a result
Well a funny thing about off-shoring your economy is that it really just means exploiting people in countries that can't stand up to your imperial might. So it inevitably creates enemies. Now you have no economy at home AND the rest of the world hates you! Double stupidity!
Yep, the Chinese models are already up 10 times cheaper and now that Anthropic, OpenAI, and Google, all are increasing prices up to 10 more for models like Opus, it will make Chinese models anywhere from 50 to 100 times cheaper.
American corps. are betting that since people have their workflow already established they won't switch to other providers, but that's not the case. There's already a mass move to Chinese models.
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Assuming we'd let China sell chips in the US. Gotta block competition and keep prices high.
The screenshots appear to reveal details about a 16GB Corsair Vengeance DDR5-6000 module featuring CXMT memory chips.
It's not like they're selling chips to consumers. Memory providers will be using the parts. Not saying it won't be import controlled. But seems less likely.
Please, please bring the world back to sanity. I was like, literally saving up to expand my homelab when my main server went down and have been utterly slapped by prices.
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But think about Samsung, SK Hynix and Micron shareholders
I do think of them.
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Damn you Mr Xi
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