As the article states:

>CXMT still trails Samsung, SK Hynix, and Micron by approximately three years in advanced DRAM node development, and yield rates on new production lines remain the variable that determines whether capacity targets translate into reliable supply. Liu notes that lines launched in the second half of 2026 are unlikely to change the global supply-demand balance until 2027.

The Verge article talks about demand exceeding supply in 2028. Your article suggests it'll take until 2029 before Chinese production catches up to current technology.

It'll help drive prices down in five yearss, but the Chinese memory production won't be ready and efficient enough to prevent the shortages from continuing to grow.