Chinese RAM production is mostly going to end up in Chinese AI datacenters, as per government mandate.
In 2025, [Chinese] authorities introduced requirements that data centers obtain at least 50% of their chips from domestic manufacturers - and by November that year, state-funded projects reportedly faced additional restrictions that excluded foreign accelerators from facilities still under construction.
It's still increasing the supply no matter what, doesn't matter who's buying from where. The Chinese datacenters don't exist in a vacuum right now, they're depleting the supply for the rest of us.
That's the point. Those AI companies that already bought 5 years worth of RAM production don't want to see their investment devalued by an increase in supply.
“The global memory shortage will likely require a whole-of-government approach to solve. The answer to high memory prices is not dependence on subsidized Chinese chips but expanded manufacturing capacity, which will lower costs for US companies and consumers for decades rather than months"
If only there were a simple alternative to either scenario.
It's not like lawmakers could go after the AI bros who's reservations of years worth of memory manufacturing is the sole reason for the shortage. That would be socialist /s.
It's not that easy, China factory can't pump out ram fast just because someone allowed it. They are physical limitations and technical risks to consider.
18 Comments
inari@piefed.zip · 31 pts · 18d
Only in the US
zergtoshi@lemmy.world · 17 pts · 18d
Making it even cheaper for the rest of the world!
All this winning for the people in the US of A...
...are they tired of it already?
Rothe@piefed.social · 5 pts · 18d
Chinese RAM production is mostly going to end up in Chinese AI datacenters, as per government mandate.
Source
There is not going to be a Chinese RAMPocalypse relief either way.
AwesomeLowlander@sh.itjust.works · 8 pts · 18d
It's still increasing the supply no matter what, doesn't matter who's buying from where. The Chinese datacenters don't exist in a vacuum right now, they're depleting the supply for the rest of us.
eestileib@sh.itjust.works · 23 pts · 18d
Lol Congress really just turned over management to the AI Bros huh.
OwOarchist@pawb.social · 20 pts · 18d
That's the point. Those AI companies that already bought 5 years worth of RAM production don't want to see their investment devalued by an increase in supply.
cmnybo@discuss.tchncs.de · 19 pts · 18d
The rest of the world will have access to cheap Chinese RAM, so the AI companies investment will still be devalued.
mycodesucks@lemmy.world · 15 pts · 18d
Th4tGuyII@fedia.io · 16 pts · 18d
If only there were a simple alternative to either scenario. It's not like lawmakers could go after the AI bros who's reservations of years worth of memory manufacturing is the sole reason for the shortage. That would be socialist /s.
Rothe@piefed.social · 18 pts · 18d
Or the RAM manufacturers themselves who have formed a cartel and are deliberately doing this.
1Fuji2Taka3Nasubi@piefed.zip · 13 pts · 18d
More RAM for the rest of the world!
rafoix@lemmy.zip · 3 pts · 17d
Just another way the Trump administration will be making America much less competitive worldwide.
BeardedGingerWonder@feddit.uk · 2 pts · 17d
Should lower US prices too I'd imagine. If the Chinese RAM is cheaper then demand drops for US RAM globally.
AwesomeLowlander@sh.itjust.works · 4 pts · 18d
Would be nice if post titles could be less US-centric?
DucksInTrenchCoat@sh.itjust.works · 3 pts · 18d
It's not that easy, China factory can't pump out ram fast just because someone allowed it. They are physical limitations and technical risks to consider.
AwesomeLowlander@sh.itjust.works · 1 pts · 18d
CXMT close to matching Micron's memory capacity in 2026, research claims — would put China on track to become world's second-largest DRAM producer
MrSulu@lemmy.ml · 3 pts · 18d
In a world that relies on logic, we have this.
BussyGyatt@feddit.org · 1 pts · 17d
that sounds obviously bad, so naturally its the thing i most expect to happen now.