posted in Technology
Huawei is building its own DRAM fab, and it could reshape RAM prices for everyone
www.xda-developers.com/huawei-is-building-its-own-dram-fab-and-it-could-reshape-ram-prices-for-everyone/
XDAHuawei is building its own DRAM fab, and it could reshape RAM prices for everyoneThe market is desperate for this, and it has been for a year
Replying to @sanitation@lemmy.today
Protectionists complain about Chinese market dominance, yet Chinese companies are the only ones entering the DRAM market in response to the dramatic increase in demand.
Replying to @Zedstrian@sopuli.xyz
It is way too late to be starting a new chip fab for it to be relevant to the current market. If they are producing reliable chips 5 years from now that’ll be fast.
Replying to @NaibofTabr@infosec.pub
China speed will kick in and it will be next year they will own the market.
Replying to @MyOpinion@lemmy.today
Cxmt is already one of their most valuable companies in the stock market
My guess is this is why Huawei wants in on the action
Replying to @MyOpinion@lemmy.today
Not likely. It doesn’t matter how much slave labor you throw at it, getting a new fabrication machine to the necessary precision to make modern chips requires a lot of time.
Replying to @NaibofTabr@infosec.pub
China speed proves real every time though
Replying to @NaibofTabr@infosec.pub
I mean making the machines to make chips and making a factory that uses said machines are two different things.
There are already factories in China making DDR5 and DDR4 ram now days.
Huawei would just provide the support and resources needed to scale up a new large factory.
No slave labor needed. All you need is a modern, advanced, high skill, responsive industrial base which China has.
Replying to @mholiv@lemmy.world
I mean making the machines to make chips and making a factory that uses said machines are two different things.
True.
There are already factories in China making DDR5 and DDR4 ram now days.
Are they actually fabricating the silicon, or just packaging it?
No slave labor needed. All you need is a modern, advanced, high skill, responsive industrial base which China has.
Sure, like the people working at Foxconn:
TruthoutA Suicide Survivor: The Life of a Chinese Migrant Worker at FoxconnIn 2010, 18 employees working for Foxconn in China attempted suicide. These shocking events focused world attention on the manufacturing supply chains of China’s export industry and the experience of…Replying to @NaibofTabr@infosec.pub
They are making it from scratch. There are lots of sources but this is the first one I found. I assume they package it as well.
tomshardware.com/…/chinese-memory-maker-cxmt-ente…
Foxcom assembles sub models into complete products. Still higher than slave labor level skills, but not as high as chip fabrication I admit. You need a skill base to assemble phones at a high level.
Tom's HardwareChinese memory maker CXMT enters mainstream consumer memory with Corsair Vengeance DDR5 kit — Chinese-made DRAM emerges as an antidote for crushing shortagesCorsair typically only buys from Micron, Samsung, or SK Hynix.Replying to @NaibofTabr@infosec.pub
Huh. I was skeptical of “China speed” but they were right. Lol.
techpowerup.com/…/chinese-cxmt-to-match-microns-d…
I’m just glad for lower ram prices.
TechPowerUpChinese CXMT to Match Micron's DRAM Manufacturing Capacity This YearChinese 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...Replying to @MyOpinion@lemmy.today
They have a domestic market to serve first. And they are fast at scaling up - but not that fast.
Give them half a decade.
Replying to @MyOpinion@lemmy.today
techpowerup.com/…/chinese-cxmt-to-match-microns-d…
China speed was even faster than you predicted. Lol.
TechPowerUpChinese CXMT to Match Micron's DRAM Manufacturing Capacity This YearChinese 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...Replying to @NaibofTabr@infosec.pub
Maybe they are aiming for something like Temu: ultra low quality, super cheap and ready to flood the market in 6 months
Replying to @tabarnaski@sh.itjust.works
Temu for RAM? Sign me up!
Replying to @Zedstrian@sopuli.xyz
Understanding it’ll take some time for any competition to have an impact, it’s still nice to see that someone, somewhere in the world is looking at this manufactured scarcity and deciding not to exploit it.
I brought up last time that if RAM prices keep going up and up, it makes more economic sense to make more factories/facilities.
Theres always those people who say that it doesn’t make sense to make new facilities, but I really dont see chip shortages to stop. With climate change being a thing and supply chain issues popping up more and more, I just dont see an end within the next 10 years. Makes more sense to bring some of that in house.
Replying to @Zedstrian@sopuli.xyz
I wouldn’t enter a cartel-protected market either if I had to finance that myself. If I had a captive bloc-sized market at home though…
China is big. There are a lot of customers there. And the government tends to plan long-term and is heavily subsidizing chip making tech for geopolitical reasons. Entering the western market is high-risk. Entering the Chinese market as a Chinese company and then also selling outside China after scaling up is low-risk.