I think the article has a giant blind spot as far as China is concerned , considering they have already a mature enough memory ecosystem via YMTC that Apple was considering sourcing from them. As well as continued expansion in the DRAM and HBM Fabs [1].
It feels like the memory cartel once again trying to incentivise their various govt to cough up some more tax breaks/funding to cushion the AI buildout bet that they made and the bubble seeming about to pop.
In any case if they leave the consumer market underserved it should be no surprise if before that 2030 prediction we are all on cheaper YMTC memory modules.
alt Hacker News
I think the article has a giant blind spot as far as China is concerned , considering they have already a mature enough memory ecosystem via YMTC that Apple was considering sourcing from them. As well as continued expansion in the DRAM and HBM Fabs [1]. It feels like the memory cartel once again trying to incentivise their various govt to cough up some more tax breaks/funding to cushion the AI buildout bet that they made and the bubble seeming about to pop. In any case if they leave the consumer market underserved it should be no surprise if before that 2030 prediction we are all on cheaper YMTC memory modules.
[1]https://www.tomshardware.com/tech-industry/semiconductors/ym...