A particularly surprising discovery is that CXMT is constructing its cleanrooms—where the actual silicon is produced—in just around 12 months, whereas the rest of the DRAM manufacturing industry typically takes 21-24 months, nearly a full year longer.
Finally, the report notes that the Chinese government is encouraging CXMT to transfer its DRAM technology IP to other Chinese DRAM manufacturers such as JHICC, Swaysure, and YTMC’s subsidiary XMC. This initiative aims to alleviate memory shortages domestically before CAMT-designed DRAM enters other markets, such as the EU and possibly even the U.S.
This shit is so over. This gang ain’t gonna collude on price with Micron. They’re in for eating Micron. First its market share, then its IP by buying it for pennies on the dollar.
Especially pay attention to the CCP’s directive to share IP among RAM manufacturers. They appear to be looking at this problem as a supply shortage of an essential component for the rest of the economy, which it is. But that also means they aren’t playing for profit.
After watching recent ram cartel investigation from gamernexus: fuck them. They got what they fucking deserve.
A smart decision which the Americans are probably not gonna make would be to nationalize Micron once they become unviable for-profit business, in order to keep the competency and ability to make RAM, which is an essential economic input these days. Instead I think they’ll just let the CXMT gang buy them at that point, just like they’ve let that happen to so many important firms. That’s unless democratic socialism has taken enough control of the US political power.
No, no, no, you don’t understand, that doesn’t happen in the US.
What will happen is that they’ll get a trillion dollar bailout, a yuuuuge amount of protectionary tarrifs on overseas competitors and then some other company will scoop them up with no obligations.
And then - and this is very important - maximum profit will be extracted from consumers, who end up being measurably worse off.
It’s kind of cool to think about…that we’re living in the silicon age. The next step after bronze and iron and steel. We’re still making useful things out of rocks…but different rocks, and now we boil water to use them. Like a stone soup, which itself is based upon a pre-revolution French folk-tale about the joys of communism…but now the government is “encouraging” manufacturers to throw in their vegetables. I don’t think government strong-arming the peoole was a part of the original tale but I could be wrong.
CXMT is probably the most profitable tech company in China right now.
I meant the CCP isn’t, not CXMT.
But the country is not playing for profit of this single company, which would probably be the case in USA (as the company would have lobbying power yo secure that)