alt Hacker NewsChina is about to flood the market and prove this notion wrong. If there is demand they want to meet it with supply.
But to your point, that is exactly how American companies like to play now. No one is stopping them from screwing over the consumer.
I have a Micron near me and they are building another chip facility but we are years away still so I suspect China will beat them to the punch.
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I suspect Chinese factories will get built first, but quality may take a few years to really nail down.
Basically:
China floods the market with cheaper but less QA'd parts, makes a gazillion dollars, is able to spend said money to fix yields / QA issues and streamline operations, by the time that happens Micron and maybe a few other existing players will have new memory production, and then we'll have a flood of cheap, reliable memory. 4yr, maybe?
China wants a sovereign DRAM capacity. They're playing an entirely different game then the commercial suppliers in the West.
Yeah, more global competition in DRAM would be great.
SK Hynix and Samsung are South Korean.