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).
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).
CXMT is now producing as much as one of the big three. Only for China, of course.
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.
> Only for China, of course
HP, Acer and Asus are now using them
https://asia.nikkei.com/business/china-tech/hp-asus-and-acer...
That’s less that China needs to buy from the rest of the world, so it’s still a win.