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tracker1
22 days ago
For that matter, just getting Chinese DRAM into the market could cool pricing down a lot to oppose the cartel.
2 comments
wmf
22 days ago
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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tracker1
22 days ago
Because China can't ramp up production at all... no means to do so... they aren't even working on it at all.
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fennecbutt
22 days ago
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.
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