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ghtbircshotbetoday at 11:55 AM1 replyview on HN

The boom cycle looks like it's going to last a while, but it never lasts forever. If the current memory manufacturers all conspire to not build more capacity, I'm sure someone else will (eg China).


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inigyoutoday at 7:49 PM

CXMT is now producing as much as one of the big three. Only for China, of course.

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