3 ms·
China wants a sovereign DRAM capacity. They're playing an entirely different game then the commercial suppliers in the West.
by XorNot 5mo ago
China wants a sovereign DRAM capacity. They're playing an entirely different game then the commercial suppliers in the West.
- mattmaroon 5mo agoThey want both.
- downrightmike 5mo agoAnd those commercial suppliers are making it too easy an putting themselves out of business before 2030
- bee_rider 5mo agoThey’ll also go out of business if they make a massive investment to increase supply, and then the “AI” bubble pops, cratering demand. It’s a tough spot.
- sznio 5mo agoall that matters is next quarter.
- downrightmike 5mo agoThat's implied
- Paradigma11 5mo agoThey also want other countries to not have sovereign DRAM capacity.