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> market pricing people out For now. Chinese supply chains include DRAM from CXMT (sanctioned) and NAND from YMTC (not sanctioned, holds patents on 3D stacking
by walterbell 10mo ago
> market pricing people out
For now. Chinese supply chains include DRAM from CXMT (sanctioned) and NAND from YMTC (not sanctioned, holds patents on 3D stacking that have been licensed by Korean memory manufacturers).
- kasabali 10mo agoThey may not be sanctioned for selling, but they're sanctioned because they can't buy modern fab machinery.