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by bilekas 29 days ago
> What happens if Samsung and SK Hynix simply stop selling to US at all? Micron is in US but are the rest still in the US jurisdiction?

They would lose access to their largest market, I'm sure shareholders would havesomething to say about that ?
1 comments
mrtksn 29 days ago
The market is the AI boom and the US is the host, they can sell the exact same stuff to someone else. What are the capitalists who fund the AI build up do? Invest in SaaS when they can't buy chips? I bet if something like that happens the chip manufacturers wouldn't end up with product they have no one to sell to.
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bilekas 29 days ago
> The market is the AI boom and the US is the host, they can sell the exact same stuff to someone else.

In theory yeah, but not at the levels that the US companies are buying.. Last I heard OpenAI is sitting on 50% of the world useless wafers on their own for some reason, and Microsoft cant find a datacenter fast enough to plug their stock in.

I'm a customer, looking for a simple 32GB ddr5 6000 ram, I'm now competing with Microsoft because there isn't enough supply? I'm not sure about that.

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