this post was submitted on 25 Jun 2026
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Hopefully Chinese firms recognize the gap in the market and increase their capacity.
They make whatever is most profitable as individual companies.
And China as a government, absolutely loves the idea of everyone's computer usage going thru giant corporations because the Chinese government owns part of every Chinese company and doesn't need a backdoor since they have a set of keys.
Like, why would they make something that they don't want and would sell for less profit margin overseas?
Why build for a bunch of broke consumers when there's a blank check for anything related to data centers right now?
That demand could disappear tomorrow. Personal computers will just get more expensive so prices will keep going up for when they have to switch back.
Why would you ever hope China would save us from this?
Edit:
It seems like people are confused here:
Reason 1 they want to make data center stuff, is just money:
Separate reason #2 to prefer data center stuff as a product, is everything in China goes thru Chinese companies which China controls.
If Chinese consumers have to offload their data processing to large corporations, then since China owns a piece of every corporations, they now see everything people process.
Which is why the next sentence references two reason the Chinese government would want to squash home computing in favor of "cloud computing" thru data centers:
This is your brain on American Government propaganda.
To steal market share and relevance from Taiwan, removing the incentive for the US to continue to support its continual war against China.
Because data centers are temporary. Consumers will outlast AI.
Because they're the only government attempting to do anything for the common person. Yes, they're China first, but their official stance is to encourage global revolution.
If the Chinese government is doing this to spread hardware backdoors in all the RAM (technically quite difficult to do without detection, btw, and people will be looking) then it will be in their interests to lower the price of Chinese RAM to well below Western RAM, so the world buys as much as possible.
I think it's more likely to be similar to their photovoltaic cell, battery, and industry policy in general: economically dominate the world's markets and give China all the advantages that the previous industrial centres of the world had.
The ability to deprive rival nations of valuable resources, or help allied nations by guaranteeing their supply, is incredibly useful, which is why most nations do so if they are able to.
The US gets backdoors in many electronic systems by simply asking, and in some cases creating laws to do so. Why would China not do the same instead of owning shares in the companies? It's probably more that they want the Party to financially share in the wealth created by those companies, as well as more directly control their corporate actions.
How the hell does one hide and then use a backdoor in ram?
could have a chip that looks for a certain sequence of bytes then changes some other bytes as a result... it would probably introduce massive latency though...
You add a piece of code that scans for a specific very big prime number and if it finds that, you look for any process and inject into stdlibc any backdoor of your choice
Chinese companies are very competitive, especially between each other. If there is a way to take market share, they will do it. If they make too much profit their CEO risks being disappeared by the chinese government.
Just look at the crazy low solar panel prices which mostly come from china.
Market share is meaningless when the same infrastructure can be used to crank out a slightly different product with an insane profit margin.
There is no logical reason for Chinese corporations to produce consumer RAM for less profit than what datacenters use.
If RAM prices rise to where profit margin is comparable, they'll make consumer RAM.
Which is literally why RAM.prices are astronomical right now....
Does none of this make sense to you?
They would also sell datacenter RAM for lower prices to get market share there. Of course they would still make a good profit, but they wouldn't be able to sell at the same prices as established manufacturers anyway since they first have to prove themselves.
Because who would buy RAM by an unknown manufacturer if you could get it at the same price from a known manufacturer?
Bur we'll see what happens first, the AI bubble popping or chinese manufacturers producing RAM. Both will help lower the price.
And there is actually a reason to sell consumer RAM, if they establish themselves as a good brand to buy RAM from they can get some loyal customers which might buy from them again, whereas there is no real long term loyalty or reliability in datacenter RAM. If the AI bubble pops they will stop buying it.
The gap is in consumer market not enterprise. Micron even focused entirely on enterprise customers. New or small chinese companies can't compete with that but can enter the consumer market with smaller prices, since no one seems to care for this gap because of higher revenue in enterprise market (just like you said). Why smaller prices? Otherwise why bothering with them instead of known brands.
They aren't going to "save us" because they're good people. It's a company like the others but must get in the global maket in someway and this is a good way.
Buddy...
If they can make 5 million selling consumer of 500 million selling to data centers...
They're going all in on data center.
Yes but you don't simply sell to datacenters. Who build them must buy from you. But who the hell know you? That's the point.
What?
Legitimately, what are you even trying to convey here?
Edit:
Do you mind sharing what country you're from?
Because it seems like everyone in here saying China will but anything over profits is people either from China or an instance that constantly defends China...
I would prefer not to dox myself, but I'm from Europe.
What I'm trying to say here is that more competition in a so oligopolistic market would helps bring prices down. I'm not licking China boots here, it could have been even the brits I don't care.
No one is saying that's wrong.
I'm saying that those companies wouldn't stop making something with a $1k profit per unit to make something with a $100 profit per unit product.
Consumers will never be willing/able to pay the prices datacenters will pay.
For companies to start switching back to consumer ram. Either the AI bubble needs to burst so demand goes away, or consumers have to be desperate enough to see our prices keep skyrocketing.
They may even know the bubble will burst, at least understand that they won't keep being built at this rate. But it costs money to switch, there is zero reason to switch before that math changes, because it's a relatively quick and easy switch.
Like...
What aren't people understanding here?
Look, I'm no one. So here's someone:
Since they have no enterprice contractors they must still get known. The point is they can't just prentend to be bigs and sell to datacenters. They are still catching up. This results in trying to enter FIRSTLY the consumer market (which doesn't mean deadly low prices). After that of course datacenters will start buy from them, but from now (as far as I know) only Corsair started buying from them.
If you got more questions, please refer to internet.
I don't have questions, but you should read your own link...
What's preventing them.from Data center contracts is they lack the scalability...
If they develop the scalability to make a dent in consumer RAM, they now have the ability to get datacenter contracts.
The only question is if they'll pay to build up that missing architecture, or if a data center contract will come with the build out costs included.
You're looking at an apple falling out of a tree and expecting it to blast straight thru to the other side of the planet.
You don't understand any of this, but weirdly think you're helping people...
Re-read my first comment
because other governments wont. other governments have embraced comoanies buying eachother up so there is no competition. the enemy of my enemy is my friend
Yes, I want some slave labor RAM.
The fact you think high tech silicon manufacturing, so complex to do that only few companies around the world can do it, is a high slave labor sector tell you everything you need to know about your thinking process.
It's "peasant with a dirty pitchfork"-work, really.
This is just racism btw, get help.
Your China apologists arguments are so tired, overused, and just ... lazy.
What's lazy is assuming chinese people have no ability for self determination and holding that racist belief to such an extreme level of nonsensicality that you believe literally the most high tech job in world history, one that is done 99% by machines because humans objectively cannot possibly do the work, one that is overseen by people with a minimum of one PhD, one where there is no non-degree holder in the building, is somehow done by slaves...
Because what, you saw a BBC or RFA or other NED article saying China uses prison labor as a form of rehabilitation one time so now no Chinese person can do something without slaves?
If you were to critically analyze any of your thoughts you'd be embarrassed to how ridiculous your thoughts have become. Replace Chinese for any other nationality and see if what you're about to say makes sense.
People see your nonsense brigading and you're just going to get .ml defederated.
You'll have to start all over from scratch again.
So if you direct your attention to the instance name next to my username, you might see that your racist comments are just unpopular.
It’s all slave labour RAM, one way or another.