this post was submitted on 04 Jul 2026
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[–] Goodeye8@piefed.social 10 points 20 hours ago (1 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.

[–] Valmond@lemmy.dbzer0.com 2 points 19 hours ago (1 children)

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

[–] MalReynolds@slrpnk.net 4 points 19 hours ago (1 children)

China makes their own I believe.

[–] Valmond@lemmy.dbzer0.com 1 points 11 hours ago (1 children)

Well not they dont (or its like ddr1)

[–] cheesorist@lemmy.world 1 points 2 hours ago

lmao, they do, its not as advanced as asml but they got good enough lithography machines to make gpus. they have ram covered.