The memory shortage caused by AI companies has resulted in HP having to turn to Chinese memory manufacturers as a possible source for supply.
    • CriticalResist8@lemmygrad.ml
      10·
      2 days ago

      with the shortages expected to continue throughout 2026, probably even extending into 2027 at the very least, we’ll definitely see China fill in the gaps industrially. They are already building the factories for modern high-end chips, which has been the big challenge - just how difficult it is to start making these chips.

      My prediction is 50% on chinese suppliers just get banned from trading with the west, and 50% western stores (online or otherwise) will start carrying chinese brands just because there’s still demand for components. So the resellers are missing out on a huge deal of money, to them any sale is better than no sale.

      There is of course still the possibility in the second case that they will partner with western “brands” that buy the products ready-made from China, slap their logo on it, and resell it under their own name. This is already widespread - the western company doesn’t make anything, not even the blueprint or design. The factory in China even prints the logo for them before shipping. This is more of a price problem, not so much for China (they still manufacture and sell) or the product itself - it’s the same SSD/RAM stick they would sell in China, it’s just more expensive than it should be.

      • cfgaussian@lemmygrad.ml
        5·
        2 days ago

        My prediction is 50% on chinese suppliers just get banned from trading with the west, and 50% western stores (online or otherwise) will start carrying chinese brands

        I think so too. I am also certain that, if the second option comes true, Chinese imports will be double or triple as expensive as they would be if you were buying them in China.