Technology

"CXMT is projected to produce about 350,000 DRAM wafers per month by the end of 2026, assuming all current projects are completed on schedule."

This is a small blurb on a random tech site, it's just giving a simple 'if all goes well' projection.

I'm sure they're not setting the entire undertaking up so that if one thing ends up slightly delayed everyone's heads will explode. It seems likely that they also have projections that take varying delays with varying parts and numbers of parts of the project into account, but that someone writing a small blurb on a tech site isn't really privy to the entirety of their forecasting.

I don't think they need you to rush in and save them from their folly.

I hope they do. More for the rest of the world. If Americans want RAM they should start looting data centers.

When entire world is banned, and we all subsidizing local oligarchs, we can demand anything we want

aren't playing for profit

CXMT is probably the most profitable tech company in China right now.

After watching recent ram cartel investigation from gamernexus: fuck them. They got what they fucking deserve.

Or as they did with cobalt alloys: use slave labor to flood the market and push out all competition, then rug pull and cut off all supplies.

They're in the middle of this process with electric vehicles as well.

Another thing they like to do is make manufacturing deals with foreign companies in order to steal the technology for the state, which there is a lot of opportunity to do in the Silicon industry.

Do you think they'll stop expanding after filling the consumer memory market though?

CXMT will also sell at outrageous prices. It's free money.

Ram prices would still fall since other countries would not ban it and would put less stress on the current supply that already exists.

Considering Micron is the only US manufacturer, and they no longer produce consumer ram, this would just mean you literally could not buy any electronics that relied on ram. I doubt that would happen. Chinese ram, maybe

To be honest DRAM was dirt cheap for quite a while and the profit margins of those companies were razor thin. Only recently they saw a surge in demand and they are exploiting it to enrich themselves but also increasing the manufacturing capacity is a lengthy and costly process which I presume some of those companies are actively trying to delay, in order to preserve their fat profit margins now.

Competition is good though and hopefully will lower the price overall faster.

It hasn't felt t like there's been much significant performance increases or development in RAM in the last.. decade?

In memory? There's been a ton of improvement, even if most of the coolest stuff isn't making it into DIMMs that are installed in user laptops/desktops.

Advanced packaging technology has allowed chip manufacturers to put different silicon dies together with increasingly high performance (high bandwidth, low latency) connections in the same package, including with some three dimensional stacking. That way they can mix and match different silicon dies for greater cost effectiveness, yield, performance, etc.

This also means that in-package memory is now the standard in certain chips. Apple's M-series silicon has its memory packaged right into the CPU/GPU package, as a system-in-a-package, so that the connection between the logic and memory is comparatively much higher performance, several times higher bandwidth than desktops or laptops that don't follow that kind of architecture.

Similarly, in data centers, the AI boom has caused all the memory manufacturers to switch their production lines to high bandwidth memory, where they vertically stack a bunch of DRAM chips on each other, with ultra-fast, high bandwidth connections, so that they can shove terabytes of memory into these data center servers. These recent generations have been improving speed and bandwidth in ways that make consumer level DDR5 RAM look like child's play.

So they're improving things. Just not in ways that really show up in DIMM sticks.