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HarHarVeryFunny • today at 3:39 PM • 0 replies • view on HN

It had mostly come down to 3 (Samsung, SK Hynix, Micron), but the Chinese manufacture's market share is growing rapidly, especially as they ramp up due to sanctions. CXMT is currently 10% of global DRAM, having seen previous YOY growth of 1%->4%->8%. YMTC is now global #3 in NAND.

It wouldn't be surprising to also see Japan make a comeback in memory - they are investing heavily (both privately & government) in semiconductor manufacturing.