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pdhborgesyesterday at 10:39 PM2 repliesview on HN

Does that mean CXMT is one inch away from also eating into the DDR5 market?


Replies

timschmidttoday at 4:22 AM

They're still at somewhat of a process disadvantage, but they have demonstrated an ability to produce DDR4 on older processes than it's typically been produced on. So it stands to reason that their process disadvantage will not stop them from producing DDR5 at scale. Their DDR5 will just use a little more silicon, and squeeze the jigglyness from a few more electrons, but in this market, who cares if RAM cost 15% more to make and was 15% less efficient to run, if it's available to purchase at all.

econtoday at 2:22 AM

They will eventually eat everything while they laugh at us. Why would you build a rail network if it isn't profitable? Why build anything if it isn't profitable? Why would you even house people if the profit isn't guaranteed to be as big as other sectors?

Everyone wanted denarius then escudos then guilders then pounds then dollars and soon yuan. They make stuff over there, you can buy it with yuan.

I think India might come after that but Africa is sure to follow. Give it a few hundred years.