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First cheap Chinese DRAM, next hopefully cheap Chinese GPUs. The arrogance of big US and Taiwanese tech companies pays off for consumers in the end.
In the short-term. Yes. Long-term though China is still a state with their own bourgeoisie. They will turn protectionist and exclusionary the moment they think it makes sense. It's nothing unique to the United States even if we are one of the biggest examples currently.
It absolutely will be nice in the short-term at least to see the cartels get their comeupance for a short time.
Isn’t most RAM produced in South Korea these days?
Yes. I was thinking of Samsung and then I said Taiwan. Brain fart
I just want China to start producing competitive gpus so they they stick it to nvidia, fuck Jensen Huang
They’ll probably figure it out in the next 5 years.
Recently the Chinese government has been hard at work trying to prevent NVIDIA gpus from entering China and competing with Chinese gpus. It’s equivalent to the US restriction on Chinese EVs.
The difference is that Tesla is not really trying to innovate and can’t compete against Chinese EVs. By contrast, the Chinese usually build up their companies and then lift restrictions to compete on the global market.
Why would you be a sicko because you like lower RAM prices?
It's from an old Kelly satirical cartoon.
It’s an ironic label. American technocrats would likely call anyone celebrating this development as sickos. OP is jokingly self-applying the label.
Aren’t we all sick of this unnecessary price inflation? 😉
On top of this, the ram China sells will generate profit, instead of being looped back into the perpetual no-return money hole.
Actually it will. That's what all capitalism even China's State capitalism does ultimately. Just because you or no one you know aren't profiting doesn't mean no one is. When Capital can be imaginary, intellectual property. Profits often are equally imaginary. They are absolutely 100% making line go up for themselves. Much like the monarchs Etc before them.
Of course, no one predicted the AI bubble would kill off hardware companies and hand over another monopoly to Chinese industry.
I hope they're right
I've assumed the memory shortage is more than just an unfortunate byproduct. To the extent that LLMs have any use, its a threat to the datacenter model if people realize they can be run well enough locally. Hearing stories of datacenters hoarding hardware they can't use yet make me think they want extra time for people to get used to the norm of subscribing to a service. I'd love for a reporter to ask Sam Altman if he'd be happy to see consumers get access to cheaper ram again.
its a threat to the datacenter model if people realize they can be run well enough locally
There will likely always be an advantage to running the biggest models. And you will not be able to run those on your local PC.
Sure, just like there will always be a speed advantage for the newest Ferrari or Lamborghini. Are they worth leasing though? Or do Honda Civics go fast enough for the vast majority of people?
My impression is that the current top models are muuuch bigger than what will fit on your PC. If your time is not free, for stuff like programming where a blind avenue can cost you hours, then you likely want to run Ferrari models like that.
I saw a video comparing standard CXMT ram vs high end Kingston and Crucial I think, with faster speeds etc.
Very comparable was the Chinese one.
So I think a lot of buzz (from the before times) about the higher speeds and lower latency etc was for a very small niche market of people. Everyone else including gamers wouldn’t see a difference except in capacity.
Therefore, I welcome our Chinese saviours.
even if it was significantly lower performing many folks don't have the economic situation to pay current prices and would rather have something.
I call BS. Yield on high-speed, high-capacity RAM at scale is pretty hard to manage. If it was, Chinese manufacturers would have 'flooded the market' sooner.
It'll take them years to get to the point where they can match the yield of Samsung, Hynix, Micron, or even Kingston. And those guys are all focusing on the highest margin packages.
Sorry, we're all screwed until demand drops.
Kingston doesn't make their own stuff
Tariffs in 3 2 1.
My guess is USA already has tariffs, and most of the rest of the world will not put tariffs on Chinese RAM while prices are high.
this post was submitted on 23 May 2026
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