posted in Technology

Avid Amoeba@avidamoeba@lemmy.ca

Chinese CXMT to Match Micron's DRAM Manufacturing Capacity This Year

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.

www.techpowerup.com/350726/chinese-cxmt-to-match-microns-dram-manufacturing-capacity-this-year
TechPowerUpChinese CXMT to Match Micron's DRAM Manufacturing Capacity This YearChinese memory giant CXMT has been expanding its capacity so rapidly that the company is now able to compete with one of the largest memory manufacturers in the world—Micron. According to analysis from Citrini Research and their proprietary data, CXMT is projected to produce about 350,000 DRAM...
Avid Amoeba@avidamoeba@lemmy.ca

Replying to @⁨avidamoeba@lemmy.ca⁩

This shit is so over. This gang ain’t gonna collude on price with Micron. They’re in for eating Micron. First its market share, then its IP by buying it for pennies on the dollar.

Especially pay attention to the CCP’s directive to share IP among RAM manufacturers. They appear to be looking at this problem as a supply shortage of an essential component for the rest of the economy, which it is. But that also means they aren’t playing for profit.

Edited ⁨⁨Aug⁩ ⁨3⁩, ⁨2026⁩, ⁨15:42⁩⁩en
urushitan 漆たん@urushitan@kakera.kintsugi.moe

Replying to @⁨nothanks@lemmy.4d2.org⁩

And it happened again in 2018 and they were acquitted, and now there’s this and I doubt anything will come from it

tomshardware.com/…/samsung-sk-hynix-and-micron-su…

SK hynix logoTom's HardwareSamsung, SK hynix, and Micron sued over alleged DRAM price fixing amid record memory costs — lawsuit claims coordinated HBM shift was cover to curtail DDR3 and DDR4 productionA California class action accuses the three memory makers of choking DDR3 and DDR4 supply.
Avid Amoeba@avidamoeba@lemmy.ca
edited

Replying to @⁨DeLancre@piefed.social⁩

A smart decision which the Americans are probably not gonna make would be to nationalize Micron once they become unviable for-profit business, in order to keep the competency and ability to make RAM, which is an essential economic input these days. Instead I think they’ll just let the CXMT gang buy them at that point, just like they’ve let that happen to so many important firms. That’s unless democratic socialism has taken enough control of the US political power.

JasonDJ@JasonDJ@lemmy.zip

Replying to @⁨avidamoeba@lemmy.ca⁩

ability to make RAM, which is an essential economic input these days

It’s kind of cool to think about…that we’re living in the silicon age. The next step after bronze and iron and steel. We’re still making useful things out of rocks…but different rocks, and now we boil water to use them. Like a stone soup, which itself is based upon a pre-revolution French folk-tale about the joys of communism…but now the government is “encouraging” manufacturers to throw in their vegetables. I don’t think government strong-arming the peoole was a part of the original tale but I could be wrong.

Dave.@dgriffith@aussie.zone

Replying to @⁨avidamoeba@lemmy.ca⁩

nationalize Micron

No, no, no, you don’t understand, that doesn’t happen in the US.

What will happen is that they’ll get a trillion dollar bailout, a yuuuuge amount of protectionary tarrifs on overseas competitors and then some other company will scoop them up with no obligations.

And then - and this is very important - maximum profit will be extracted from consumers, who end up being measurably worse off.