For more details, check out the whole interview with Nelson Duann on Tom's Hardware .
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Anton Shilov is a contributing writer at Tom\u2019s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-24/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
endocine "While domestic AI and data center sectors are important, keeping the electronics industry afloat is even more crucially important for China's federal and local governments, as unemployment can hurt the country more than the lack of an AI model or service." too bad companies in other countries don't realize any of this, they are content to let it all collapse chasing singular short term profits that will not last forever, but the damage by the time AI normalizes could be permanent Reply
hwertz I think another reason for this is simply they are running slightly older lithography processes, they can produce all ddr4 speeds and most ddr5 speed (but top out at ddr5-8000 or so), I imagine HBM4 might be difficult for them to produce. And, of course, there's a genuine, immediate shortage in DDR4 and 5 so it might be more profitable for them than HBM4 where who knows how much additional demand there is? (It's a memory cartel saying 'sorry our capacity is tied up with HBM for the next year or two', this doesn't indicate whether the supply is actually tight or they're already just meeting demand.) Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/ssds/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/ssds/chinese-makers-of-dram-modules-ssds-have-a-serious-advantage-over-american-and-taiwanese-suppliers-says-smi-svp-state-guidance-secures-local-dram-and-ssd-supply-while-the-big-three-chase-ai-margins#main
- https://www.tomshardware.com/membership
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Informational only. No financial advice. Do your own research.