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[–] 16 points 2 months ago (10 children)

Supply rises to meet demand, driving competition

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  • [–] 25 points 2 months ago (9 children)

    Except you don't start a dram company overnight...

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  • [–] 18 points 2 months ago (4 children)

    Well yeah, but the price is so high because the big 3 refuse to meet the demand so CXMT selling ram is also going to force the hand of the big 3 unless they're okay with CXMT just gobbling up the market. It won't happen overnight but if the AI deals are to be believed CXMT has years to scale up production because the big 3 will have their docks stuck in the AI pot.

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  • [–] 4 points 2 months ago (3 children)

    You can't just scale up production on a whim, where do you get the litography machines from? ASML...

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  • [–] 7 points 2 months ago (2 children)

    China makes their own I believe.

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  • [–] 1 point 2 months ago* (last edited 2 months ago) (1 child)

    But you could use it for slower access solid state, and then set that up as virtual memory.

    Youd be swapping like crazy but itd be so cheap compared to the same amount of real ram.

    I think this might work for many people just browsing the web. Maybe even games

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