It might be very effective marketing. The big non-Chinese OEMs trust and use Korean and Japanese DRAM, and they might have been unwilling to put DRAM from CXMT into their products. (CXMT is newish, does not have access to ASML gear, which ASML would like you to believe makes it harder to make high-quality DRAM, DRAM is historically not a very large fraction of the cost of most non-huge-memory machines, and a bad DIMM is an expensive mistake for a company like Dell or HPE that is on the hook for repairs.)

But now CXMT seems to have gotten at least Dell, HP (I wonder if the article meant HPE), Acer and Asus to buy and attempt to qualify samples. If CXMT lands some serious purchasing agreements while still selling well above cost, that’s a win for them.

Does the last part of your comment explain it? They need revenue to expand capacity and the market has opened up a window to become a bigger supplier while still being profitable.

> Why would you sell at 50% of market rate?

Because market rate is a 400%+ markup right now and not everyone is a greedy American kleptocrat with a diagnosable addiction to extracting every possible cent of wealth on the planet within a single fiscal quarter.

Yes. Let's do the math. The fastest sd cards can read at around 300 MB/s (https://havecamerawilltravel.com/fastest-sd-cards/). Modern GPUs use 16 lanes of PCIe gen 5, which is 16x32Gb/s = 512Gb/s = 64 GB/s. Meaning you'd need over 200 of the fastest SD cards. So what you're asking is: is there a reason GPUs don't use 200 SD cards? And I can't think of any way that would work

The next gen inference chips will use High Bandwidth Flash (HBF) to store model weights.

These are made similarly to HBM but are lower power and much higher capacity. They can also be used for caching to reduce costs when processing long chat sessions.

Maybe latency. IIRC flash is a lot laggier than DRAMs and SRAMs.

As far as I understand, the "entity list" you are referring to is part of the "Export Administration Regulations", so it restricts sales from the US to restricted entities, not the other way around.

It's not clear that raising your prices to match the supply/demand curve is a mistake

They will compete on price if they are forced to, but they aren't forced to right now

Everyone is completely sold out and adding capacity as quickly as possible.

> Good news. Now we need Chinese manufacturers of DDR4 chipsets and motherboards.

Search aliexpress for X99 dual socket motherboards.

Chipsets don't determine the RAM type and all motherboards have been made in China for a while.