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Chipmaker CXMT becomes mainland China's most valuable listed firm
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Chipmaker CXMT becomes mainland China's most valuable listed firm
The company's shares soared by nearly 470% in its market debut, as the AI boom drives chip demand.
(www.bbc.com)
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This post did not contain any content.
Chipmaker CXMT becomes mainland China's most valuable listed firm
The company's shares soared by nearly 470% in its market debut, as the AI boom drives chip demand.
(www.bbc.com)
Wait until they make cheap ram!
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Wait until they make cheap ram!
I'd love for that to be the case but they've no incentive to significantly undercut the big three
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I'd love for that to be the case but they've no incentive to significantly undercut the big three
They will eventually.
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I'd love for that to be the case but they've no incentive to significantly undercut the big three
even a minor undercut would increase market presence which would be a pretty good incentive for them though. I expect you are right though that I wouldn't expect massive sweeping changes, but I do think it will cause some conflict and competition which may lower prices across the board. The issue is... supply needs to go over demand, and there is currently a lot of demand.
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They will eventually.
i bet they get tariff-ed or sanctioned out of existence for daring. lol
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i bet they get tariff-ed or sanctioned out of existence for daring. lol
Nah, it won't matter. Even if they only operated in China it will be huge. China has a huge need of chips themselves, as we saw the the underground markets to import around US tarriffs. Suddenly they have their own supplier which will probably undercut the others in there since it was partially paid for by the CCP.
So there goes all of China, and now there is a huge overabundance of supply because they aren't selling to them anymore. So they can either try to ratchet up the prices, knowing that CXMT proves its not worth it and the underground chip market reverses now out of China, or they start actually competing.
That's the worst case scrnario right now, and even then that would be temporary. No matter what more comoetition is going to drive down prices. They know it, it's why they are locking in 5 year price deals now while prices are high.
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I'd love for that to be the case but they've no incentive to significantly undercut the big three
The big three will have plenty of incentive to collude and undercut them
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i bet they get tariff-ed or sanctioned out of existence for daring. lol
It might be tariffed by US however, ram sold worldwide would pressure other manufacturers to reduce their prices.
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Nah, it won't matter. Even if they only operated in China it will be huge. China has a huge need of chips themselves, as we saw the the underground markets to import around US tarriffs. Suddenly they have their own supplier which will probably undercut the others in there since it was partially paid for by the CCP.
So there goes all of China, and now there is a huge overabundance of supply because they aren't selling to them anymore. So they can either try to ratchet up the prices, knowing that CXMT proves its not worth it and the underground chip market reverses now out of China, or they start actually competing.
That's the worst case scrnario right now, and even then that would be temporary. No matter what more comoetition is going to drive down prices. They know it, it's why they are locking in 5 year price deals now while prices are high.
I can't wait to buy black market ram from China. Lol
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