At this process node, China (PRC) doesn't have significant capacity, it's all in China (ROC) or as we know it: Taiwan.

China native DRAM production is similarly behind, but catching up: https://telecom.economictimes.indiatimes.com/news/devices/cx...

The problem I've seen described by some is that the industry is resistant to expand capacity right now, because a partial pop of the AI bubble is expected aaany time now for months, but it keeps not happening. But if it does happen and they have too much capacity, the whole GPU and RAM industry would not be able to recoup that investment and would collapse.

Stabilize at an incredibly high price. Once they realize they can make more money selling high and producing less. I hate to say it, but the savings does not get passed on to the customer.