lol give it a year … now that the datacenter buildout is stalled out because of electricity and ddr6 is being rolled out in China, I bet this looks different in a year.
CXMT is planning expansion for the ram capacity, they’ll do that faster than the west, I beleive they said end of year ish? (Could be wrong).
once it comes online and they increase their yields, this whole thing changes.
Also new datacenters mean increased supply so cheaper tokens now that parameter size is a non-sequitor.
I’m legit curious how long China holds back… but I doubt it’ll be long.
CXMT is not part of the cartel that is probably once again coordinating to keep prices high for as long as possible, so we'll hopefully get some actual competition soon.
I can’t blame them for making back their costs for any manufacturing and maybe a little extra for profit selling at the current rate. Let’s see what they do though :)
Could totally be one of those situations where the current cartel outsource all their production for MoW outside the US to them and then just pocket the investment money lol
However … without the US datacenter buildout ramping continuously … the ram will eventually make its way from warehouses to the market lol. We really need a way to use server dram in consumer boards… but idk if that will happen.
Although it would take a ton of engineering and probably a new chip … a custom motherboard would that did that would be legit haha :) would solve a lot of issues.