alt Hacker NewsSince I'm in China, I took a look at Taobao hoping to find cheaper ddr5 sticks made with CXMT chips. Unfortunately, they are the same price or only marginally cheaper than Hynix sticks (1900 - 2300 rmb for 32g ddr5). Perhaps capacity at CXMT is not very high yet.
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Or maybe CXMT is not dumb? If the worldwide price of some commodity is $100 and you can produce an item that is nearly as good as everyone else’s, would you sell it for $98 or for $50?
Or the supply of non-CXMT DRAM is sufficient poor right now that Chinese buyers, of which there are plenty, are willing to pay approximately as much for CXMT’s product as for anyone else’s?
CXMT’s real ability to reduce prices will come (if it does) by adding enough supply to drive down prices everywhere, or at least everywhere that is willing to import CXMT’s products without absurd tariffs.
I'm watching the price refresh since last year, hoping the domestic manufacturers in China could rebalance the price a bit. Nope, it turned out that did not happen. It's a free money grab right now of course they raised their prices.
But I guess Americans will not be buying Chinese RAMs/SSDs for critical applications (such as AI), and not a lot of user outside China will use Chinese AI due to restrictions such as censorship etc being enforced on it, limiting the growth and scale of the tech. So, there is still hope that some of the manufacturers will eventually pivot towards tried and true consumer products.
Like Nanya in Taiwan, DDR5 production at CXMT is in its early stages and a small fraction of their overall shipments. Give it a year and that will likely change.
>Perhaps capacity at CXMT is not very high yet.
They failed to achieve quality and decent yield. And that is at least 10 years from DDR3 to DDR5. On the other hand YMTC from NAND space are moving to DRAM.