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SILICON
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2
Silicon Chip
Editorial Viewpoint
Expect more Chinese-brand
computer parts
Thanks to the current AI boom (bubble, in my opinion) consuming vast quantities of DRAM and flash
memory, computer memory and solid-state storage
prices have been climbing sharply.
At the same time, China has been pushing hard
to become more globally competitive in higher-end
semiconductors, including flash memory, DRAM and
eventually CPUs and GPUs.
Seeing how the price of DRAM has risen dramatically over the past year
(in some cases several-fold) and with rumours that storage prices were set
to follow suit, which they now appear to be doing, I decided to buy a bigger
SSD to add to my computer.
Adding a 2TB drive to my existing 1TB drive would have been enough
for now, but I suspected I might regret that decision if I needed more space
later and had to pay significantly more to upgrade. So I decided to go with
a 4TB NVMe drive, at the upper end of what’s currently available at prices
that could still be described as reasonable.
Shopping around, I wasn’t particularly impressed. Even budget “mainstream” brand SSDs were around $550 for a 4TB model that wasn’t especially fast. Better-known brands clustered in the $650–700 range; for example, a Samsung 990 EVO Plus at around $640, or a Lexar NM790 coming in
at about $695.
Then I came across a brand I’d never heard of: Fanxiang. They were offering drives with apparently better performance, a five-year warranty, and a
price just over $400.
I ended up paying $424 including delivery for their 4TB S880E PCIe 4.0
model. It uses TLC flash (generally preferable to QLC), promises around
7.3GB/s read and 6.6GB/s write speeds, and has a quoted endurance of about
3000TB written – more than adequate for my needs. Online reviews and
benchmarks suggest it’s a solid and reliable performer, although, as always,
time will tell.
What struck me was that this may be part of a broader trend. Fanxiang is a
brand of Shenzhen IDCEMS Technology Co Ltd, and it appears their drives
use flash memory from Yangtze Memory Technologies Co (YMTC), China’s
first large-scale commercial 3D NAND flash memory manufacturer.
YMTC was established as part of China’s strategic push to build indigenous semiconductor capability. They are positioning themselves as a competitor to established flash manufacturers such as Samsung, SK Hynix, Kioxia,
Micron and Western Digital, with technology that is increasingly competitive in the global marketplace.
As with any SSD, overall reliability depends not just on the flash itself,
but also on the controller, firmware and validation.
I suspect we’ll start seeing something similar with Chinese-made DDR5
DIMMs as Western brands price themselves out of reach for many home users.
It wouldn’t surprise me if we eventually see Chinese motherboards too. It will
probably be some time before Chinese CPUs and GPUs are genuinely competitive with offerings from Intel, AMD and NVIDIA, but I wouldn’t rule it out.
We’re already seeing many Chinese cars on our roads, and Chinese brand
appliances in our stores. I don’t think computers will be any different. That
means more competition and more affordable hardware, so it may not be
a bad thing. Finally, if you need a new SSD, I suggest you get one sooner
rather than later.
by Nicholas Vinen
Cover background: https://unsplash.com/photos/a-blurry-image-of-a-blue-sky-with-clouds-oKfcrzCM9og
Cover solar panel: https://unsplash.com/photos/a-solar-panel-on-the-ground-HEu4G6tJ0Nw
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