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FuriouslyAdrifttoday at 4:41 PM1 replyview on HN

They are running fabs at 100% capacity. New fabs take many years to build, cost billions, and are out of date within a few process moves.

One cannot simply "flood the market" or the Chinese would have done it ages ago.


Replies

adrian_btoday at 5:42 PM

The Chinese memory makers have been sabotaged by USA, otherwise they would have already "flooded the market" and reduced the prices.

Even so, the production of cheaper Chinese DDR5 memory is increasing despite not being able to import all the tools and materials that are needed, so eventually they will benefit from this memory shortage that allows them to gain market share that they would not have gained otherwise.