Plenty of countries gave Huawei the same treatment the US did, and the US and its allies have the weight to impose sanctions, tariffs, etc to punish consumers within their borders for daring to consider better and cheaper options.
The allies of the US all banned Huawei because the US asked them (quite forcefully) to do so.
CXMT is already under a full set of US long arm sanctions so probably only very little of their products will ever reach western markets.
However some Chinese demand will definitely be met by CXMTs product displacing western suppliers - so maybe there is a tiny bit of relief for western consumers there.
> However some Chinese demand will definitely be met by CXMTs product displacing western suppliers - so maybe there is a tiny bit of relief for western consumers there.
I recall years of hints that the affordable housing crunch would eventually be helped by developers - even tho they're only building tons of not-affordable housing.
We're five years in. No meaningful change is visible from the perspective of folks who need affordable housing.
Based on that lesson, I expect what CXMT does there to have no meaningful effect here.
> I recall years of hints that the affordable housing crunch would eventually be helped by developers - even tho they're only building tons of not-affordable housing.
If I may ask, what cities? For example, Austin has seen a 6.6% asking price decrease for 0- to 2-bedroom units [1]. The big problem is there is an absolutely massive hole, and very few places are building "enough" to make a dent.
How could a subsidized housing number increase from building not-subsidized housing? That is illogical. The market rate housing will become cheaper and therefore more housing will be affordable to more people but you can’t make the number of “affordable housing” units go up by building anything else because “affordable housing” is a brand name for subsidized housing.
I don't know about that. All I'm pointing out is that just because US doesn't like China doesn't mean there isn't a bigger market out there. So, even if China ends up servicing that market only, that's still a big chunk of the pie. So, case in point, a Chinese DRAM maker flooding the market with cheap(er) DRAMs (or any DRAM for that matter -- thanks Micron), will end up affecting the price of DRAM in the US.
That's true. The greater the numbers, the lower the demand on the global scale (unless those all be consumed by AI too). It makes me wonder if AI data centers will never be satisfied.
Sucks for everyone else is what I'm saying. 100% of people should be allowed access, not be preempted from it in order to protect the value of exalted tech cartels.
