Spyke
echo
lemmy.ml

And they’re gonna sell to consumers right? And not cash in on the data center bubble right? …right?

9
kibiz0rreply
midwest.social

"Foreign suppliers generally follow the highest-return opportunities and can allocate most of their supply to data centers," Duann said. "Chinese suppliers cannot do that in the same way because the government can provide guidance and encourage them to support certain local industries."

So, kind of? But it still might be a long time before we see any relief on the consumer electronics front.

10
☆ Yσɠƚԋσʂ ☆reply
lemmy.ml

I mean once China starts pumping stuff in volume, then it has translated into cheap consumer goods historically. I don't see why this would be different.

8
ms.lane
lemmy.world

over US suppliers

There is only one US supplier, Micron and they will always have booked out accounts since DoD will buy US first (or at least did before Hogsbreath)

over Taiwanese suppliers

Who?

not mentioned South Korean suppliers

This is the real competition, who isn't mentioned at all, so I'll assume they're no where near competing with Samsung.

6

You reached the end

Chinese makers of DRAM modules, SSDs have a serious advantage over American and Taiwanese suppliers, says SMI SVP | Spyke