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tracker1today at 4:18 PM2 repliesview on HN

For that matter, just getting Chinese DRAM into the market could cool pricing down a lot to oppose the cartel.


Replies

wmftoday at 4:38 PM

No it won't because Chinese DRAM manufacturers have relatively low capacity and it's already being used. And in an auction, prices from different suppliers converge.

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fennecbutttoday at 8:17 PM

Not really. I imagine demand for AI just from China would eat up their entire production let alone demand from the west.

And after all, that demand from consumers.