Replying to an earlier post

they keep the good stuff for themselves.

Do they? If anything, I believe China’s been exporting the high-end luxury items because they have absurd margins in western markets. Meanwhile, the good-enough goods stay at home, because it isn’t worth the time or effort to sail them across the ocean and market them.

I guess Temu and its peers have changed that, to a degree. But so much Temu crap just gets bought up by local American drop-shippers, marked up to American prices, and rebranded as western equivalent merch that it feels like much the same.

Replying to an earlier post

They won’t sell it to you

China is a major consumer of RAM. If they can supply it domestically, that has the potential to reduce the volume of global imports and subsequent price pressure.

If their competitors can’t keep up, you will eventually see Chinese RAM get out onto the secondary market in the same way Chinese EVs and Chinese cell phones and Chinese solar panels and Chinese steel have depressed global prices for these commodities.

Replying to an earlier post

Their competitors have already sold out their entire 2027 production.

Plenty of which will inevitably turn up on the secondary market.

The money they make selling RAM to private consumers is not even 1 promille of their revenue.

The RAM they sell to home-labbers and hobbyists, sure. The RAM they’re selling to Dell and Lenovo and Apple? A significantly higher chunk of their revenues. But that’s a side issue. These kinds of RAM sticks are largerly fungible.

The new high end AI datacenters are building out specialty hardware that isn’t PC compatible. And the real worry is that these firms migrate over to the AI datacenter designs in a way that causes a semi-permanent shortage on the independent PC side.