Comment by mschuster91
2 days ago
> I'm really looking forward to the day the chinese finally start manufacturing memory and GPUs. We desperately need more competition in this area to collapse hardware prices and make local AI models viable.
Yeah and if the quality of that memory is like Chinese steel (which is called "chinesium" for a reason), eventually all we'll get is enshittification. Premium binned memory or ECC is for the rich and the rich only, and the rest of us has to pray their memory won't bitflip while something important is stored there.
If you want the cheapest shit grade of steel, they will sell it to you. If you want the best grade available anywhere, they will sell that to you as well.
It's not a matter of the Chinese being incompetent, it's a matter of the buyer demanding the lowest price possible and/or not paying attention to what they receive.
> It's not a matter of the Chinese being incompetent, it's a matter of the buyer demanding the lowest price possible and/or not paying attention to what they receive.
The point of enshittification is that decent products are slowly being priced out of the reach of normal humans, and eventually out of the hands of the general public, even the affluent ones.
China has already been manufacturing memory and AI GPUs for a long time.
CXMT is now the world's fourth-largest DRAM manufacturer, with about 7.7% market share in 2025; YMTC has about 13% of the global NAND market.
Meituan's newly released 1.6T LongCat was trained entirely on Huawei cards. DeepSeek, Qwen, GLM and others are also actively doing domestic-card adaptation and replacement.
Better than being straight up priced out of computing altogether I guess.
Compute will become the means of production and we are not going to get a share of it because the world is hyper optimized for value extraction
> we are not going to get a share of it
We are literally getting a share of it. The chinese are releasing open weight models that compete with fucking Fable. We just need the industry to catch up and start manufacturing the hardware we need to run this stuff. We are so close!
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