Chinese 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...
  • Scrubbles@poptalk.scrubbles.techEnglish
    2·
    1 month ago

    letssss goooooooo

    Even if worst case happened and it was only for servers and only in China, it’s still way more competition than what the cartel wants, and that brings down prices, and makes them eager to win over everyone again.

    • ms.lane@lemmy.worldEnglish
      1·
      30 days ago

      A few more manufacturers won’t end the cartel, they’ll just end up joining them.

      Remember the cartel used to also include Qimonda (EU, Made in EU and US), Elipda (itself a merger of NEC and Hitachi’s DRAM divisions) and Toshiba.

      I don’t think two more contenders will change much in the long run - in the short term in order to get marketshare they’ll play friendly, but 5 years from now CXMT and YMT will just be members of the cartel too.