Comment by dwa3592

6 hours ago

Until China floods the market with their memory which is starting

I'm seeing it with NAND.

Look at the AWS Prime ssds available, and it's a massive list of strange drives you've never heard of, with very few reviews available, almost all using YMTC. The prices aren't fantastic, but given that five sixths of the drive market is straight up gone, I think we need to start reviewing and hoping for the best here, fast. I really hope endurance is indeed as rated, that we aren't about to all get burned incredibly badly for using YMTC chips.

CXMT is indeed starting to get some ram out there. But I am pretty skeptical it's going to make much of a dent. They're currently single digits % of the world ram production. They need to scale a lot to make any dent, and as soon as they do, it feels like there's plenty of people ready to snatch up those supplies.

We need massive massive massive growth in availability and there's no sign that current scale up plans will be at all adequate.

  • right, but that seems to be the only viable path for any reduction in prices unless the bubble suddenly pops which these ultra qualified people (sam, dario, elon, oracle and so many more) won't let happen.