Look at the AWS Prime ssds available, and it's a massive list of strange drives you've never heard of, with very few reviews available, almost all using YMTC. The prices aren't fantastic, but given that five sixths of the drive market is straight up gone, I think we need to start reviewing and hoping for the best here, fast. I really hope endurance is indeed as rated, that we aren't about to all get burned incredibly badly for using YMTC chips.
CXMT is indeed starting to get some ram out there. But I am pretty skeptical it's going to make much of a dent. They're currently single digits % of the world ram production. They need to scale a lot to make any dent, and as soon as they do, it feels like there's plenty of people ready to snatch up those supplies.
We need massive massive massive growth in availability and there's no sign that current scale up plans will be at all adequate.
"By the end of 2026, we expect CXMT to reach roughly 350 kwspm, which is only modestly below Micron’s estimated ~385 kwspm. This would position CXMT close to becoming the industry’s third-largest memory supplier"
Apple is trying to get a waiver to use CXMT RAM, incidentally. The Chinese government has ordered them to prioritize deliveries to Chinese manufacturers, however.
The problem with these drives is that you can't ensure the grade of the NAND chips. They could be A+ grade with great endurance but they could also be bottom of the barrel.
I had two KingSpec SSDs sourced from AliExpress that failed too soon: one used YMTC and the other used Intel chips. Both failed within 1 to 2 years.
Initially no but the Chinese will play long and take over much of the existing market worldwide and some companies that are capable will move design and engineering of memory in house and fab with a third party. With in house SOC's now out there memory will be next out of necessity/survival.
He's being facetious referring to Amazon Prime. Though AWS and Amazon Ads together account for the entire enterprise value of Amazon, i.e. Wall Street considers Amazon e-commerce to be worthless other than as a loss-leader source of inventory for ads.
right, but that seems to be the only viable path for any reduction in prices unless the bubble suddenly pops which these ultra qualified people (sam, dario, elon, oracle and so many more) won't let happen.
They won't have choice the bad blood they are creating now won't buy them customers in the future there will be western companies and one country that will design around this AI fiasco.
Look at the AWS Prime ssds available, and it's a massive list of strange drives you've never heard of, with very few reviews available, almost all using YMTC. The prices aren't fantastic, but given that five sixths of the drive market is straight up gone, I think we need to start reviewing and hoping for the best here, fast. I really hope endurance is indeed as rated, that we aren't about to all get burned incredibly badly for using YMTC chips.
CXMT is indeed starting to get some ram out there. But I am pretty skeptical it's going to make much of a dent. They're currently single digits % of the world ram production. They need to scale a lot to make any dent, and as soon as they do, it feels like there's plenty of people ready to snatch up those supplies.
We need massive massive massive growth in availability and there's no sign that current scale up plans will be at all adequate.