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China's DRAM and SSD makers gain edge via state support, says SMI exec · 2 sources tracked

By PulseAugur Editorial · [2 sources] ·

Chinese manufacturers of DRAM modules and SSDs possess a significant advantage over their American and Taiwanese competitors due to government guidance. Silicon Motion's SVP Nelson Duann stated that China's domestic memory makers are obligated to support local industries, including PC and smartphone producers, to maintain market health. This contrasts with global memory giants who prioritize high-margin AI and data center customers, leading to increased prices for consumers. Consequently, some multinational vendors and module brands are beginning to incorporate Chinese-made memory components into their products. AI

IMPACT This shift could impact the cost and availability of components for AI hardware, potentially influencing the economics of AI development and deployment.

RANK_REASON Report on a significant shift in the global memory chip supply chain driven by government policy, impacting major international players.

Read on Tom's Hardware →

AI-generated summary · Google Gemini · from 2 sources. How we write summaries →

China's DRAM and SSD makers gain edge via state support, says SMI exec · 2 sources tracked

COVERAGE [2]

  1. Tom's Hardware TIER_1 English(EN) · Anton Shilov ·

    Chinese makers of DRAM modules, SSDs have a serious advantage over American and Taiwanese suppliers, says SMI SVP — state guidance secures local DRAM and SSD supply while the Big Three chase AI margins

    CCP directives can be lifebuoy for Chinese producers of DRAM modules and solid-state drives as domestic memory makers may be obliged to support the module industry.

  2. Mastodon — mastodon.social TIER_1 English(EN) · [email protected] ·

    Chinese makers of DRAM modules, SSDs have a serious advantage over American and Taiwanese suppliers, says SMI SVP — state guidance secures local DRAM and SSD su

    Chinese makers of DRAM modules, SSDs have a serious advantage over American and Taiwanese suppliers, says SMI SVP — state guidance secures local DRAM and SSD sup… CCP directives can be lifebuoy for Chinese producers of DRAM modules and solid-state drives as domestic memory makers…

    LINKS tomshardware.com/…/chinese-makers-of-dram… tomshardware.com/pc-components

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