Replying to Avatar H

I've seen this hypothesis and it's possible, but Micron has an Indian CEO who is probably just trying to maximise short term profit and revenue to pump his stock options, with no concern to the companies future viability.

There are Chinese RAM manufacturers who are on the US export control list that will probably now have a market in the ROW due to the Korean RAM prices increasing so much
Avatar
S!ayer 1mo ago

It's only Micron, Samsung and Hygnix, with many just rebranding factory Micron with custome heatsinks (consumer facing)

The problem is consumer supply, as datacenters will and are buying up most of the stock leaving higher prices for end consumers.

Either it pops and we get dirty cheap hardware by 2030 or we'll be signing up to cloud compute for $15 a month

Reply to this note

Please Login to reply.

Discussion

Avatar
H 1mo ago

Yeah, that's all that's available but there are a couple of Chinese companies eg SMIC that produce RAM. It can't be used in GPU's due to the export controls and I wouldn't trust a Chinese SSD, but the RAM could be entirely manufactured on a chinese supply chain and then sold to ROW