A particularly surprising discovery is that CXMT is constructing its cleanrooms—where the actual silicon is produced—in just around 12 months, whereas the rest of the DRAM manufacturing industry typically takes 21-24 months, nearly a full year longer.
Finally, the report notes that the Chinese government is encouraging CXMT to transfer its DRAM technology IP to other Chinese DRAM manufacturers such as JHICC, Swaysure, and YTMC’s subsidiary XMC. This initiative aims to alleviate memory shortages domestically before CAMT-designed DRAM enters other markets, such as the EU and possibly even the U.S.
I mean… Also assuming this is all real, and the rushed schedule doesn’t produce low quality botched RAM sticks that die in six months.
When it comes to products from China, they can be incredible; unprecedented quality for so much cheaper! Or they can be exactly what everyone says they are and end up in a landfill after a short amount of time.
It’s quite the coin flip.
Honestly cheap ram that has a 50% chance to fail in a year sounds perfect for the llm industry, they already struggle to plan a year in advance, and all their hardware would be obsolete by then anyway, so why the hell not? Plus they could keep the bubble going a few more months by blaming their problems on hardware failures and claiming they’ll sue China or something
But quick delivery would lead a bubble pop…
Just like back in 2008 the investors will try to fake it until they can’t and the entire economy will crash over the whole world.
China making a crap ton of RAM won’t help with that.