this post was submitted on 26 Jul 2026
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Huawei is building its own DRAM fab, and it could reshape RAM prices for everyone (www.xda-developers.com)
submitted 3 weeks ago by sanitation@lemmy.today to c/pcmasterrace@lemmy.world
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[–] GalacticSushi@piefed.blahaj.zone 40 points 3 weeks ago (3 children)

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

[–] Asafum@lemmy.world 17 points 3 weeks ago (1 children)

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

[–] MalReynolds@piefed.social 2 points 3 weeks ago

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

[–] chilicheeselies@lemmy.world 3 points 3 weeks ago

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

[–] Rothe@piefed.social 2 points 3 weeks 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.

Source

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.