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We wouldn't be switching to Chinese manufactured memory if Korean & US memory wasn't exorbitantly priced. They're forcing the switch.
by zargon 4mo ago
We wouldn't be switching to Chinese manufactured memory if Korean & US memory wasn't exorbitantly priced. They're forcing the switch.
- lmz 4mo agoIt's a capacity constraint. It's either consumers switch or the HBM buyers switch and I know which one I'd prioritize.