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AussieWog93today at 8:32 AM1 replyview on HN

I heard that China was spinning up DDR5 (but not HBM?) production in the next couple of years, with the hope of outcompeting Korea and Taiwan in the mid to long term.


Replies

HPsquaredtoday at 11:21 AM

It does seem like an opportunity on a silver platter for Chinese newcomers. Huge demand at the moment.