alt Hacker NewsDDR4 going from $1.35 to $11.50 in a year shows this market was already distorted before CXMT showed up.
Legacy DRAM is still over half of Samsung and SK hynix's production capacity. That's where the volume pain actually lands while they're betting everything on HBM4.
A near 10 times price rise of legacy chips and surely a lot higher profit increase couldn't motivate SKamsunix to increase their capacity for that segment, even more, they proudly informed the market about their decision to stop making DDR4 at the end of this year... to focus on even higher margin products.
But they aren't going to stop whining about China, no matter how much pain the market experiences.