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9 hours agoChinese 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.
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.