this post was submitted on 25 Jun 2026
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Hopefully Chinese firms recognize the gap in the market and increase their capacity.
They make whatever is most profitable as individual companies.
And China as a government, absolutely loves the idea of everyone's computer usage going thru giant corporations because the Chinese government owns part of every Chinese company and doesn't need a backdoor since they have a set of keys.
Like, why would they make something that they don't want and would sell for less profit margin overseas?
Why build for a bunch of broke consumers when there's a blank check for anything related to data centers right now?
That demand could disappear tomorrow. Personal computers will just get more expensive so prices will keep going up for when they have to switch back.
Why would you ever hope China would save us from this?
Edit:
It seems like people are confused here:
Reason 1 they want to make data center stuff, is just money:
Separate reason #2 to prefer data center stuff as a product, is everything in China goes thru Chinese companies which China controls.
If Chinese consumers have to offload their data processing to large corporations, then since China owns a piece of every corporations, they now see everything people process.
Which is why the next sentence references two reason the Chinese government would want to squash home computing in favor of "cloud computing" thru data centers:
Chinese 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.
Market share is meaningless when the same infrastructure can be used to crank out a slightly different product with an insane profit margin.
There is no logical reason for Chinese corporations to produce consumer RAM for less profit than what datacenters use.
If RAM prices rise to where profit margin is comparable, they'll make consumer RAM.
Which is literally why RAM.prices are astronomical right now....
Does none of this make sense to you?
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.
Well, a consumer giving you $350 for a RAM set is cash in hand. The contracts with hyperscalers are all IOUs until the contracts are actually fulfilled aren't they? At what point does actual money, not the promise of money, transfer from buyer to seller?