You know, every single story I see about China talks about how “they’re going to be” this or that. Personally I think it’s funny how the CCP stopped subsidizing solar, now it’s dropped to 5% of what it was. Before that it was real estate being subsidized and there’s dozens of empty ghost cities now. Now it’s electric cars because China has almost no oil reserves and almost no domestic oil production. Wonder what’s next? They’ve already opened 50 coal power plants in the past two years, maybe they’re moving to AI next, then all these people who bought shit Chinese cars have no aftermarket repair options. Even being incredibly subsidized, only 3 of about 75 Chinese car manufacturers are profitable.
Last week, GLM 5.3 flash was the most used model in the world (they made it free for that week). When the week ended, they announced that it had been a stress test for their entirely chinese inference infrastructure.
Goodbye Nvidia.
I really hope they fuck Samsung up, who have been fucking customers up for over a decade now (namelly ever since they started enshittifying their products), not just this latest shit with memory.
I was going to say that there are a couple more companies I would like to see fall even more than Samsung but I started thinking about it and in between US tech giants, most AAA Games companies, various propaganda “Press” empires around the World and the likes of Sony, it does add up to more than “a couple”.
Still, Samsung getting fucked up is a very good thing in itself.
Don’t even care all that much about the cheaper memory, as long as they fuck Samsung up!
Just a rant, but Samsung was shitty long before they started enshittifying on purpose. Their phones had some of the heaviest custom Android UI back when phones were fairly low spec and budget phones (which Samsung had the most models of out of the big players) in particular were slooow. Their TV UI is OK, but a low-midrange TV in 2019 when I bought mine was still pretty damn laggy. That’s before they started shoving ads in their TVs and it was already shit.
The company is too big for its own good. It can outspend pretty much anyone on marketing so it doesn’t need to make good products. It’s also got a million different businesses so if one fails, nothing happens. Smartphones sell poorly for a few years? No worries, we still make cargo ships and build skyscrapers and sell life insurance.
Their phones had some of the heaviest custom Android UI back when phones were fairly low spec and budget phones
Yeah, that’s when IMHO they started to enshittify and I turned against them - the over-stuffing of their devices with impossible to remove useless junk together with pushing out ever larger OS updates was their main planned obsolescence mechanism for smartphones and tablets.
Once upon a time, maybe 2-3 decades ago, Samsung was quite a decent brand for consumer electronics such as TVs.
Their “evolution” was pretty similar to Sony’s - started as a very good electronics brand during (literally) the last century and then at some point in the 00s started enshittifying - though if I remember it correctly Samsung went down that route a bit later than Sony (who had already turned anti-consumer and started lobbying for things like the DMCA even before the Rootkit Scandal in 2005).
Anyways, I do agree with you that their memory business sinking would not be enough to take them down, though as a I see it, that’s a big enough and profitable enough slice of their business to hurt them if they loose a significant fraction of their market share plus, more in general, every little bit helps.
PS: Judging by this, their semiconductor division is the only one that showed a profit in Q2 2026.
Price war go!
Just a matter of time before these guys are supplying ML card manufacturers with slower memory that works well enough for ML use cases at a fraction of the current prices.
Import and trade restrictions exist in some places but if the rest of the world buys the cheaper Chinese stuff that works about the same then the rug will come out from under the current guys and they will literally never recover.
Guessing the short term profits are all worth it to them, like the typical VC.
The tech overlords are desperately trying to buy up and restrict the supply of all the memory in the hope that judgment day comes and it works out in their favor or some other dumb drug induced scifi fever dream. China will offer slightly shittier chips for a 10th of the price and if we aren’t allowed to buy them we will rent them (and they will of course take our data). These bubbles tend to last about 5 years and we are in year 2. So buckle up.
What makes you think we are in year 2 of a bubble? Genuine question because I think this thing has been going on for at least three years. But five years is an average, right? So averages can be very sneaky, meaning some bubbles may have vastly shorter or longer durations. As a matter of fact, we don’t know. And that’s the worst part, isn’t it? Because a round-tripping scam needs external money to keep going, and question is how long the US government is willing or able to fund it, considering they have already tried appeasing Japan for them to keep their US bonds.
I have 64gb of DDR5 RAM. But given the situation I would buy more even if I do not need it. 128gb won’t hurt.
And if they can make a clone of the Nvidia 5090 for half its cost I’d get that, too.
If you are willing to risk uncertainty, a modded 4090 might be better than a 5090 if you need VRAM. I think the Nvidia firmware signature was leaked for the 4090, so modders have been able to add twice the memory to individual cards and have it still work. 48 gigs apiece.
VRAM for VRAM, probably cheaper than a 5090 - if only because a 4090 is less powerful in all other respects.
Anyhow, if you decide to get more RAM, better do it soonish if you are American. Between the Canadian tariffs and the emergency oil stockpile running dry around half a year, prices are set to climb further. This whole situation sucks.
I thought 32GiB would be enough coming from 16, but nope, I found a new use case where it’s too little.
Originally, I wanted to be able to run at least 2 VMs with 8GiB assigned at once.
But the new use case is a 4GiB RAM VM with 20GiB virtual disk stored in RAM (TMPFS). And that’s not all that much.I’ve also just been using it for random temporary things, as I am still paranoid about SSD wear. If I need to download an ISO just to burn it, there’s no need to take, say, 3GiB from the SSD’s lifespan, no matter how small that may seem.
But even if not used explicitly, it’s still pretty useful for disk I/O cache. Especially with slow things like memory cards. At least for reading, for writing it’s just annoying because I have no idea how much has already transferred, and neither can I safely stop it.
Well someone needs to tie an anchor to this market
If it means I might be able to upgrade in the future, so be it.
If you’re in the US you won’t. Guarantee that Trump will slap enough tariffs on them that they’re more expensive than current prices.
Should still put pressure on the big 3 to drop prices HOPEFULLY. Because those of us not in the US will enjoy actual competition.
Oh well, price they pay for putting that orange diaper turd in power, twice.
More for the rest of us 😊
I’ll buy black market imports I really don’t care
Vacation to Mexico and load up on memory lmao
Come on up to Canada, eh?
Sure, actually I’ve been to Canada twice and haven’t yet been to Mexico.
Though nowadays I live quite far from Canada and also I’ve been learning Spanish quite successfully so I see going to Mexico as more likely in the near future
More supply should still lower prices, even if Trump puts tariffs on Chinese dram/nand. While there might be some quality differences in the end dram/nand still is a commodity good that is for the most part interchangeable (assuming it meets some standards).
So China would just supply everyone else leaving more capacity from other manufacturers like micron for the US.
Why? It’s not like the U.S manufactures RAM and that Chinese RAM would compete with them.
Micron is an American company and does manufacture in the US in addition to multiple other countries actually.
Not sure if the Koreans do any of their DRAM or NAND manufacturing in the US and too lazy to google at this point
So we have to find someone who can buy them and mail them as personals.
Well the current ones we have sure aren’t trying to keep it.
China coming to save the PC gaming market
i dunno. i just worked on one of their ‘gaming’ rigs. weird chinese-branded everything. 3 months old, won’t stay running. crashes constantly. re-installs don’t help. it’s trash. the vendor has all but disappeared. still has their storefront but they don’t answer, and amazon won’t help either.
even though i swapped out the atrocious no-name motherboard so now it’s at least usable, i expect to see it again with a failed psu, gpu, or ram.
they might make it on availability or price, but longevity or reliability they have a lot of work to do.
None of that matters. If they make stable ram I don’t care about their “gaming rigs”
There is a difference between the cheap Chinese crap and the stuff they’re actually trying to be competent with. Chinese made quality products are taking over markets. For example they’re making a huge splash in the motorcycle industry with CFMOTO.
CXMT and YMTC should be a bit more serious operations than whoever made your no-name parts.
There are reliable and crap Chinese brands. This is not really relevant in this conversation. (plus manufacturing defects can go unnoticed with any brand) It’s merely a data point of one.
So you’re saying they just need to scoot back their planned obsolescence a bit to align with western stuff.
I’m running a 10 year old ‘western stuff’ PC and I don’t run into any issues.
Planned obsolescence exists in single-manufacturer products (smartphones, white-goods), even moreso in vertically-integrated businesses (Apple, Samsung).
It doesn’t work at all in the PC industry where component suppliers compete for market dominance, because if their company puts out a shitty product that fails more rapidly than a competitor, they lose sales and brand reputation in a crowded market.
Sounds pretty similar to my experience with Samsung and Gigabyte
Hell yeah
Good
I’m gonna take a wild stab that the US will put tarrifs on them that nullify any savings or ban them outright due to “security concerns”.
I’d like more competition on the RAM market as much as the next person, but surely a quick production turnaround means the quality is bad? I know Chinese products have had bad reputation on quality but I thought they are past that?
It depends. You get what you pay for. Chinese companies will happily sell you cheap trash, or quality durable products. But for that you should go through a seller that can assure that quality, usually through a warranty.
Pic not relevant
I see SSDs, what do you see?
