Chinese RAM production is mostly going to end up in Chinese AI datacenters, as per government mandate.
In 2025, [Chinese] authorities introduced requirements that data centers obtain at least 50% of their chips from domestic manufacturers - and by November that year, state-funded projects reportedly faced additional restrictions that excluded foreign accelerators from facilities still under construction.
It’s still increasing the supply no matter what, doesn’t matter who’s buying from where. The Chinese datacenters don’t exist in a vacuum right now, they’re depleting the supply for the rest of us.
Making it even cheaper for the rest of the world!
All this winning for the people in the US of A…
…are they tired of it already?
Chinese RAM production is mostly going to end up in Chinese AI datacenters, as per government mandate.
Source
There is not going to be a Chinese RAMPocalypse relief either way.
It’s still increasing the supply no matter what, doesn’t matter who’s buying from where. The Chinese datacenters don’t exist in a vacuum right now, they’re depleting the supply for the rest of us.