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Actually it’s a great opportunity for new players on the chip industry to grab this legacy RAM market and establish themselves. Which should be mostly good for China.
The slight problem with that idea is that, if anything, production of electronics is increasing. It’s just that the ratio of output is shifting away from consumer devices like phones or PCs towards commercial devices like servers and AI GPUs.
In five more years AI will replace you[r power consumption, internet traffic, water usage, contribution to GDP, non-monetary artistic hobbies] and it’ll be great [for NVIDIA specifically and nobody else]!
The rugpull is gonna be epic!
Just in time for the big tech companies flush with money from their many lay offs to buy up the IP of the companies going under!
Lmao, the whole AI memory shortage is about to be a massive win for China. It’s going to wipe out a bunch of Western companies, and then once Chinese manufacturers ramp up RAM production, we’ll see Chinese alternatives replacing Western products across the board.
The big manufacturers are going to get stronger in the short run through the lucrative contracts with data centers, but weaker in the long run becaue it will allow for new players to establish themselves by grabbing this legacy market that the big manufacturers left behind, which of course only China is in a position to grab.
Can’t wait for RAMvolution.
And all of them will get banned or tariffed to hell so western consumers can’t have access. Because that would cut into the oligarchies plan of preventing regular people from owning tech.
Europeans have until 2027 which is when they’ll renegotiate tariffs (EU will probably follow the US’ directives, I don’t think they’ll warm up to China). But the rest of the world doesn’t have a stake in the tech trade warfare, on the consuming side at least, so Chinese ram will eat into western ram sales everywhere else in the world, like what’s happening with cars.
China’s PC component sales can’t “eat” into what doesn’t exist. Western parts producers don’t care about selling to the rest of the world. It’s all being bought up by AI and data centers. They just want to make sure the population can’t get any tech for themselves. They want all of it to be on a rent basis. They don’t want people to have access to their own PCs and devices. They want them to have to pay for space on a data farm where they can log and control all the information.
So just like the cars, the Chinese components will be banned in the west, or be hit with extreme tariffs. Primarily the US.
Yeah, I was comparing what I was talking about to a world prior to the AI bubble, not to the present state of things, my bad
