Many political strategists believe the optimal window for China to annex Taiwan is around 2026-2027. Perhaps Sam Altman had prior knowledge which lead to his decision to order 40% of the global RAM supply (raw, uncut wafers that can be warehoused) in preparation of the enviable. As this order is being fulfilled tech companies will be forced to develop non-Taiwanese supply chains immediately. In the end result OpenAI would have the world's largest reserve of critical AI infrastructure components.
Posted by CoolRune
3 Comments
good theory! i do think they are trying to collapse the tech industry with AI we all know China is leading ahead with their tech. They are going to try to annex Taiwan we just dont know when
there is no ram crisis. China has finally developed the photolithography equipment required to design and make next gen ddr memory. (and gpu /cpu processors)
All this pricing bullshit is because taiwan / tsmc in particular is scrambling to make their final profit before extremely cheap ddr7 memory entirely manufactured in china gets dumped on the world market and tsmc goes bankrupt because nobody will have a need for them in the world in the next 5 years.
The monopoly is officially over.
TSMC has been price rigging the ram market since 2005. They got busted back then, and they will get busted again in 2026.
You mean invasion of Taiwan?