technology

I can't wait to see how many countries suddenly ban it for security concerns as soon as cheap ram becomes viable.

Not that it can do anything or be a risk but those making laws either aren't smart enough to know that or paid enough to not care

Trump and his steam-age conservatives try to save the failing US tech firms by resurrecting industrial policy, but it gets blocked by the Supreme Court

Don't threaten me with a good time

The west would never let that happen.

At best the west would let China sell its DRAM to typical western brands like Apple, HP, Dell, to meet the shortage then immediately kick them out if the AI demand goes away and call them a national security threat and restore the markets of the western memory companies without missing a beat.

The Chinese companies and state know this. They know there's no real leverage to gain from a temporary entry providing cheap component goods to the west which is why I doubt they'll make any moves to attempt that. Because no good will bought from doing that would be worth a damn in dissuading the west from attacking China or in making those populations reconsider the propaganda they spout on China as westerners have goldfish memory and if that kind of thing worked the western publics would be grateful to them for the cheap goods they've been providing for some time instead of grousing about "Chinesium" and how much they dislike buying from China and would rather it was made in the US. And for the companies no good will from doing that would get westerners rioting in the streets demanding their Chinese DRAM be brought back and unbanned as we've seen with things people actually care about like Tiktok (memory is invisible to most consumers, they just buy an end device with it already installed).

If the west were to allow what you propose, Chinese electronic brand penetration and implosion of western brands (unthinkable, their value in NSA campaigns is hard to calculate both in foreign spying and domestic spying and control) then it would signal the throwing in of a towel by the west in a very real sense or at the very least an incredible failure and lack of intelligence on their part leading to far reaching consequences.

As I understand it Chinese memory producers are making memory to meet China's AI needs, so the same kind of HBM incompatible with consumer systems. Oh they may have enough to meet domestic DRAM demand but exporting it may be another question. And in a choice between losing the AI race with the US and whatever risks that might carry (not insignificant given what we've seen the future of warfare will look like and the threat China faces from the US) AND making a quick buck that may be very fleeting (as the US can slam the door shut any time without warning leaving manufacturers with inventory glut) I think the Chinese will choose powering their own growing AI ventures which they plan to pair with robotics to continue dominance of global manufacturing and prevent western capitalists from easily decoupling.