There is zero guarantee China will sell it to consumers given that companies and governments all over the world are willing to pay premium value for current ram prices anyway
We should still benefit from China making good memory chips. Assuming the chips are fungible, China might buy fewer Samsung or Taiwanese chips and that’s more chips for us.
There is zero guarantee China will sell it to consumers given that companies and governments all over the world are willing to pay premium value for current ram prices anyway
We should still benefit from China making good memory chips. Assuming the chips are fungible, China might buy fewer Samsung or Taiwanese chips and that’s more chips for us.
Why not create good will and establish a consumer brand? Undercut everyone.
If this is government backed they can do just about anything they want.
Or they just direct them to their own AI projects before any are exported.