China’s premier DRAM maker CXMT, ChangXin Memory Technologies, allegedly built its entire chip making R&D on stolen proprietary tech from Samsung, one of the biggest DRAM makers in the w…
Doesn’t make financial sense to start exporting at this point when they need RAM at home for their AI and computers.
If they do start selling abroad, it’ll probably be comparable price to the big 3 since they also want profit, unless they manage to get enough volume going to just strangle the big 3, sell RAM for much less than it costs to make and then ramp up the prices when there’s no competition anymore.
Could it make strategic sense? As in if they do export consumer grade ram, they could encourage more llm selfhosting, and as the approach from qwen and deepseek appears to be to release quite advanced models as open (from what I have read) they could potentially undermine large ai firms not open sourcing their models. Just a thought
Good. Fuck intellectual property, I just want cheap RAM lmao. Hope they start exporting.
Doesn’t make financial sense to start exporting at this point when they need RAM at home for their AI and computers.
If they do start selling abroad, it’ll probably be comparable price to the big 3 since they also want profit, unless they manage to get enough volume going to just strangle the big 3, sell RAM for much less than it costs to make and then ramp up the prices when there’s no competition anymore.
Could it make strategic sense? As in if they do export consumer grade ram, they could encourage more llm selfhosting, and as the approach from qwen and deepseek appears to be to release quite advanced models as open (from what I have read) they could potentially undermine large ai firms not open sourcing their models. Just a thought
Well then they also lose potential customers who’d pay for their own hosted variants. Not sure anyone wants that.