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The boom cycle looks like it's going to last a while, but it never lasts forever. If the current memory manufacturers all conspire to not build more capacity, I

The boom cycle looks like it's going to last a while, but it never lasts forever. If the current memory manufacturers all conspire to not build more capacity, I'm sure someone else will (eg China).

inigyou 2mo ago
CXMT is now producing as much as one of the big three. Only for China, of course.
- deleted 2mo ago
  [deleted]
- odo1242 2mo ago
  They are producing about a third of what Micron (smallest of big three) produces, and plan on being on par with them in ~4 years.
- dabinat 2mo ago
  That’s less that China needs to buy from the rest of the world, so it’s still a win.
- nl 2mo ago
  > Only for China, of course HP, Acer and Asus are now using them https://asia.nikkei.com/business/china-tech/hp-asus-and-acer-begin-using-cxmt-chips-amid-memory-shortage https://asia.nikkei.com/business/china-tech/hp-asus-and-acer...