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A comment on Memory has grown to nearly two-thirds of AI chip component costs. Parent comment

Re:Memory has grown to nearly two-thirds of AI chip componen... by XorNot on Sunday May 24, 2026 @05:16PM (#48261067)
China wants a sovereign DRAM capacity. They're playing an entirely different game then the commercial suppliers in the West.
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Re:Memory has grown to nearly two-thirds of AI chip componen... by mattmaroon on Sunday May 24, 2026 @06:43PM (#48261744)
They want both.
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Re:Memory has grown to nearly two-thirds of AI chip componen... by downrightmike on Sunday May 24, 2026 @09:24PM (#48262642)
And those commercial suppliers are making it too easy an putting themselves out of business before 2030
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Re:Memory has grown to nearly two-thirds of AI chip componen... by bee_rider on Monday May 25, 2026 @01:21AM (#48263647)
They’ll also go out of business if they make a massive investment to increase supply, and then the “AI” bubble pops, cratering demand. It’s a tough spot.
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Re:Memory has grown to nearly two-thirds of AI chip componen... by sznio on Monday May 25, 2026 @03:57AM (#48264497)
all that matters is next quarter.
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Re:Memory has grown to nearly two-thirds of AI chip componen... by downrightmike on Wednesday May 27, 2026 @05:37PM (#48301094)
That's implied
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Re:Memory has grown to nearly two-thirds of AI chip componen... by Paradigma11 on Monday May 25, 2026 @10:38AM (#48267388)
They also want other countries to not have sovereign DRAM capacity.
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