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xadhominemxtoday at 4:33 PM1 replyview on HN

CXMT sells the vast majority of their bits at the prevailing market rate, just like everyone else. They are adding capacity as quickly as they can, with a 5-10 year planning horizon, just like everyone else. It’s really not that deep!


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orpheatoday at 4:40 PM

  > They are adding capacity as quickly as they can [...], just like everyone else
Are you sure? In the past they explicitly said they are not going to increase production.

https://www.tomshardware.com/pc-components/dram/memory-maker...

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