Ddr4 ram has already come down in prices in Alliexpress, still way higher than previous market prices before all the “AI craze”, but half of what it was a few weeks ago. Maybe, soon enough buying ram at normal-ish prices will be possible.
I expect it’ll take Chinese companies like a year or so to ramp up capacity, and then prices will start dropping.
down with the cartel
A few more manufacturers won’t end the cartel, they’ll just end up joining them.
Remember the cartel used to also include Qimonda (EU, Made in EU and US), Elipda (itself a merger of NEC and Hitachi’s DRAM divisions) and Toshiba.
I don’t think two more contenders will change much in the long run - in the short term in order to get marketshare they’ll play friendly, but 5 years from now CXMT and YMT will just be members of the cartel too.
letssss goooooooo
Even if worst case happened and it was only for servers and only in China, it’s still way more competition than what the cartel wants, and that brings down prices, and makes them eager to win over everyone again.
Exactly, I don’t care if I win, I just want to watch them lose
Well, I’m sure the global IT crowd won’t boycott the old memory Cartel, and go straight for cxmt and other new players [Cough]…
