Chinese memory giant CXMT has been expanding its capacity so rapidly that the company is now able to compete with one of the largest memory manufacturers in the world—Micron. According to analysis from Citrini Research and their proprietary data, CXMT is projected to produce about 350,000 DRAM...
    • ms.lane@lemmy.worldEnglish
      41·
      1 month ago

      A few more manufacturers won’t end the cartel, they’ll just end up joining them.

      Remember the cartel used to also include Qimonda (EU, Made in EU and US), Elipda (itself a merger of NEC and Hitachi’s DRAM divisions) and Toshiba.

      I don’t think two more contenders will change much in the long run - in the short term in order to get marketshare they’ll play friendly, but 5 years from now CXMT and YMT will just be members of the cartel too.

  • alphabethunter@lemmy.world
    10·
    1 month ago

    Ddr4 ram has already come down in prices in Alliexpress, still way higher than previous market prices before all the “AI craze”, but half of what it was a few weeks ago. Maybe, soon enough buying ram at normal-ish prices will be possible.

  • Sims@lemmy.ml
    9·
    1 month ago

    Well, I’m sure the global IT crowd won’t boycott the old memory Cartel, and go straight for cxmt and other new players [Cough]…