Should the US Buy from CXMT?

or is it exactly what America needs??

This post originally appeared in ChinaTalk.

“The advantage is not in securing orders, but in possessing the ability to secure orders.”

The “RAMageddon” is here. Tears roll down gamers’ cheeks as AI ruins DDR5 prices. People are even giving RAM as wedding presents. Why is memory going to the moon, and what are the geopolitical implications?

Source: PCPartPicker

The Big Three memory makers — SK Hynix, Samsung, and Micron — have dedicated increasing capacity to memory for AI, or HBM. High-bandwidth memory (HBM) is a product that stacks multiple DRAM dies for AI memory. The increased allocation toward high-margin HBM means that not enough capacity is reserved for memory chips for consumer products. Thus, products like phones, laptops, gaming consoles, routers, tractors, and hospital equipment may experience price increases and shortages, perhaps as late as 2028. Adding memory capacity is a years-long operation, and in the meantime, the people will suffer.