alt Hacker NewsIf the golden stick of memory sitting on Trumps desk has its intended effect - and the US allow Apple to buy memory from CXMT then another 500% surge might happen.
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polski-g • today at 7:59 PM
Trump owns micron stock.
No way he's letting Chinese chips in.
The reverse might be worse for the US in the long run.
Right now, the US leads China in compute-heavy R&D because the US has access to more compute, and that compute has two components that China has limited ability to produce domestically: the GPUs themselves and the DRAM. A decent fraction of the balance of the plant is already produced in China.
If the US refuses to buy Chinese tech, then we may find ourselves paying more for compute than Chinese labs (DRAM first, but Huawei really really wants to catch up with the combined forces of TSMC, Nvidia and AMD) and falling behind on access to compute at acceptable prices.
If I were setting US policy, I would be trying to get the US-friendly companies to increase production and trying to encourage domestic production so that the US-friendly world can stay ahead. Getting held back by a DRAM cartel that wants to juice profits at the expense of output is not good for the US.