Sorry, I was perhaps unclear - China is and has been setting up chip foundaries regardless of the global memory prices, simply to have domestic production of those components. Production of memory modules during this period of AI ratfucking is just a happy bonus.
Yes because they have an autonomy incentive, but “our” (as in Western capitalism) incentives is solely on profit and profit is being done, therefore we will never solve this because in fact there’s no problem. We are being mocked by all these PC parts suppliers.
The fact it runs on profit is not the deciding factor in this case. If the RAM manufacturers had more capacity, they would profit even more. The main problem is that those factories are huge investments that you would need to commit until the finish-line successfully without going bankrupt before you will be able to produce anything. China can take this risk because state funds and actual geopolitical justifications. Western countries can say to themselves too easily that they can keep buying it from Asia, which causes no countries or investors to want to commit to a similar project.
More or less, though they recently bought their way in to a domestic EUV foundry so their coveting of TSMC will likely reduce in the near future as that comes online.
How did they get an EUV foundry? I thought ASML is the only company in the world that can make the machines and they aren’t allowed by the US to sell EUV machines to China.
Sorry, I was perhaps unclear - China is and has been setting up chip foundaries regardless of the global memory prices, simply to have domestic production of those components. Production of memory modules during this period of AI ratfucking is just a happy bonus.
Yes because they have an autonomy incentive, but “our” (as in Western capitalism) incentives is solely on profit and profit is being done, therefore we will never solve this because in fact there’s no problem. We are being mocked by all these PC parts suppliers.
The fact it runs on profit is not the deciding factor in this case. If the RAM manufacturers had more capacity, they would profit even more. The main problem is that those factories are huge investments that you would need to commit until the finish-line successfully without going bankrupt before you will be able to produce anything. China can take this risk because state funds and actual geopolitical justifications. Western countries can say to themselves too easily that they can keep buying it from Asia, which causes no countries or investors to want to commit to a similar project.
I don’t think you’re wrong, I’m just not sure how it relates to what I said.
But they really wanted to shit on capitalism regardless of context.
What’s weird is that capitalism should be driving others to set up fabs because it is so profitable.
I mean fair enough I suppose. It’s almost like capitalism doesn’t quite work like how it says it does in the advertising… sigh.
Haven’t they been drooling over Taiwan’s tech and foundries for years now?
More or less, though they recently bought their way in to a domestic EUV foundry so their coveting of TSMC will likely reduce in the near future as that comes online.
How did they get an EUV foundry? I thought ASML is the only company in the world that can make the machines and they aren’t allowed by the US to sell EUV machines to China.