LucidLynxHold on to Your Hardware
A long article begging the question when the last paragraph or two countered the panic of the beginning. Two Chinese firms are ramping up production of consumer RAM/SSDs because they see a market opening as the existing producers move to selling to enterprise/hyperscalars.
There have been memory chip panics before, the US funded RAM production back into the 80s/90s in competition with Japan at the time.
The AI boom/"hyperscale" currently is almost exactly like the dotcom boom.
It's already starting to shake down. Anthropic is occupying the developer space, OpenAI has just exited the video/media production space. More focused and vertical market AI is emerging.
The current vortice of money between OpenAI <-> Microsoft <-> Oracle <-> NVidea <-> Google <-> etc etc is going to break.
> Two Chinese firms are ramping up production of consumer RAM/SSDs because they see a market opening
Yes but these Chinese firms are a tiny share of the overall RAM/SSD market, and they'll have the same problems with expanding production as everyone else. So it doesn't actually help all that much.
The fact that there’s been a massive expansion in the nonconsumer market means the consumer market makes up a smaller proportion of the overall market, but it doesn’t mean the consumer market is any smaller than it used to be.