Comment by adrian_b
5 hours ago
The Chinese memory makers have been sabotaged by USA, otherwise they would have already "flooded the market" and reduced the prices.
Even so, the production of cheaper Chinese DDR5 memory is increasing despite not being able to import all the tools and materials that are needed, so eventually they will benefit from this memory shortage that allows them to gain market share that they would not have gained otherwise.
I'd like to learn more about how they've been sabotaged. What happened?
Google US semiconductor sanctions on China. Basically US (and allies pressed by US) aren't allowed to export their most cutting edge semiconductor tools and materials to China, so China can only make chips using older-gen tools on older process nodes than western-aligned competitors.
The other part of the sabotage is that western companies then have restrictions on what chips they're allowed to buy from China. IDK if RAM chips are also on that list.
> IDK if RAM chips are also on that list.
Apple cancelled their deal with YMTC (Chinese RAM company) after the US sanctioned the latter. I don't know whether that is directly because of the sanctions, or indirectly (e.g. if Apple thought sanctions would hamper YMTC's ability to supply the goods), but they have had the same effect.
https://www.lightreading.com/business-management/chinese-chi...
https://www.business-standard.com/article/international/appl...