Well yeah, but the price is so high because the big 3 refuse to meet the demand so CXMT selling ram is also going to force the hand of the big 3 unless they’re okay with CXMT just gobbling up the market. It won’t happen overnight but if the AI deals are to be believed CXMT has years to scale up production because the big 3 will have their docks stuck in the AI pot.
Well yeah, but the price is so high because the big 3 refuse to meet the demand so CXMT selling ram is also going to force the hand of the big 3 unless they’re okay with CXMT just gobbling up the market. It won’t happen overnight but if the AI deals are to be believed CXMT has years to scale up production because the big 3 will have their docks stuck in the AI pot.
You can’t just scale up production on a whim, where do you get the litography machines from? ASML…
China makes their own I believe.
Well not they dont (or its like ddr1)
lmao, they do, its not as advanced as asml but they got good enough lithography machines to make gpus. they have ram covered.