I think the only solution to this issue is China. If CXMT can supply, it will put all these monopolies in check.
That’s a nice short-term solution. How do you envision adding an infinitely-deep-pocketed state-sponsored supplier to the mix over the longer term?
Even if CXMT can only sell in China, that reduces the amount of memory China needs to buy from other manufacturers, thus benefiting everyone.
What would the issue be, in the long term? I'm struggling to see a downside to more manufacturing capacity
cxmt is also selling their memory similar to the big three. No one hardware company in their right mind will sell their products not as high as possible after you learn how much harder hardware engineer and fab people work for.
That’s a nice short-term solution. How do you envision adding an infinitely-deep-pocketed state-sponsored supplier to the mix over the longer term?
Even if CXMT can only sell in China, that reduces the amount of memory China needs to buy from other manufacturers, thus benefiting everyone.
What would the issue be, in the long term? I'm struggling to see a downside to more manufacturing capacity
cxmt is also selling their memory similar to the big three. No one hardware company in their right mind will sell their products not as high as possible after you learn how much harder hardware engineer and fab people work for.