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m3kw9 • yesterday at 2:20 PM • 3 replies • view on HN

Thought China would have flooded the ram market by now


Replies

fmajid • yesterday at 6:21 PM

They are working on it (CXMT for RAM and YMTC for NAND flash) but not having access to ASML’s EUV lithography equipment hobbles them.

The US government is also trying to kneecap them, threatening Apple with tariffs if they went ahead with YMTC storage, even if only for the Chinese market.

They are thus primarily focusing on the Chinese market, but if they weren’t there, DRAM and flash is a global commodity market and prices would have gone up even more insanely than today.

ChrisRR • yesterday at 2:46 PM

You can't just spin up factories producing top of the line components like RAM. It's an extremely expensive process

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Danox • yesterday at 8:59 PM

two-three years out.