I wonder so much what their initial capacity was (which ought to go up marginally, and what their expected capacity curves look like.
I would not expect them to dump cheap ram. That is a false hope. The world needs volume, massively more volume, and it feels like everyone else is going to take a sizable fraction of a decade to even start responding. Maybe perhaps possibly CXMT can scale fast, but they have many multiples to grow before they are more than a drop in the bucket.
It's also unclear when if they too will want to start stacking 12 then 16 then 24 rams atop each other, to sell chips that cost what multiples of what GPUs used to.
I would not expect them to dump cheap ram. That is a false hope. The world needs volume, massively more volume, and it feels like everyone else is going to take a sizable fraction of a decade to even start responding. Maybe perhaps possibly CXMT can scale fast, but they have many multiples to grow before they are more than a drop in the bucket.
It's also unclear when if they too will want to start stacking 12 then 16 then 24 rams atop each other, to sell chips that cost what multiples of what GPUs used to.