GalacticSushi comments on Huawei is building its own DRAM fab, and it could reshape RAM prices for everyone

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[–] GalacticSushi@piefed.blahaj.zone 51 points 1 month ago (4 children)

Tomorrow's headline: "EvilTechAI™ Has Signed an Agreement To Purchase Huawei's Entire Stock Of Ram For The Next Five Years"

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[–] Asafum@lemmy.world 24 points 1 month ago (1 child)

Either that or "US company cries to daddy Trump about "China bad!" and Trump bans Huawei ram."

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[–] MalReynolds@piefed.social 2 points 1 month ago

If the US wants to cut off its nose to spite its face, good, more for the rest of the world…

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[–] chilicheeselies@lemmy.world 5 points 1 month ago

One thing that might prevent that is Chinas desire to not let American AI companies win.

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[–] Rothe@piefed.social 3 points 1 month ago

No, we already know that most of the production will go to Chinese datacenters.

The mandate formalizes a policy trajectory already underway. Beijing introduced a requirement in August 2025 that data centers source at least 50% of chips locally.

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With the demand, that 50% requirement likely means almost all of the Chinese domestic production for quite some time. And the mandate will most likely rise to 100% as soon as Chinese domestic production can cover it.

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