As a regular consumer I've pretty much decided I'll buy China's tech if they start competing in the western market. There's a lot of talk about China dumping into western markets and warnings that we'll be left with nothing at some point, but I'm sitting here right now with... nothing.
I'll buy RAM from the devil if it's the difference between running local AI vs becoming dependent on a cloud provider.
Western manufacturers really shot themselves in the crotch with this one. Foot isn't strong enough here.
Had CXMT hit a normal functioning market, they would be a much harder sell-- existing vendors could spread FUD about performance and quality to hold them back for a few years. But now you have an audience that is desperate to the verge of soldering up banks of 74LS74 flip-flops to make their own RAM.
It's not even like they're offering a reasonable "there's a domestic product but it's marginally more expensive" alternative. And it's all their fault. I sort of wonder if someone was actually saying "we'd better keep some supply around just to avoid burning our bridges with Dell/HP/Apple/etc." when the deals went down.
The US might try to go protectionist/China-baiting to keep CXMT products off their market, but I expect they'll sell just fine everywhere else.
If not for China majority of green energy supply wouldnt exist. Neither would near-SotA LLMs with open weights.
I might not like CCP, Xi or whatever they do inside their country, but China is net positive for the world.
Refreshing considering how more and more of western countries are controlled by populists and / or delussional billionare overlords who reject global warming, vaccines, nuclear energy, etc.
As a regular consumer I've pretty much decided I'll buy China's tech if they start competing in the western market. There's a lot of talk about China dumping into western markets and warnings that we'll be left with nothing at some point, but I'm sitting here right now with... nothing.
I'll buy RAM from the devil if it's the difference between running local AI vs becoming dependent on a cloud provider.
Western manufacturers really shot themselves in the crotch with this one. Foot isn't strong enough here.
Had CXMT hit a normal functioning market, they would be a much harder sell-- existing vendors could spread FUD about performance and quality to hold them back for a few years. But now you have an audience that is desperate to the verge of soldering up banks of 74LS74 flip-flops to make their own RAM.
It's not even like they're offering a reasonable "there's a domestic product but it's marginally more expensive" alternative. And it's all their fault. I sort of wonder if someone was actually saying "we'd better keep some supply around just to avoid burning our bridges with Dell/HP/Apple/etc." when the deals went down.
The US might try to go protectionist/China-baiting to keep CXMT products off their market, but I expect they'll sell just fine everywhere else.
If not for China majority of green energy supply wouldnt exist. Neither would near-SotA LLMs with open weights.
I might not like CCP, Xi or whatever they do inside their country, but China is net positive for the world.
Refreshing considering how more and more of western countries are controlled by populists and / or delussional billionare overlords who reject global warming, vaccines, nuclear energy, etc.
I really hope we get to crest this hardware supply shortages and drop into oversupply.