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HarHarVeryFunny • today at 3:50 PM • 0 replies • view on HN

Depends on what kind of memory you are talking about.

For DRAM, CXMT were only 1% of the global suppy 3 years ago, and are now already 10%. They are growing extremely rapidly.

If you are concerned about consumer memory - smartphones, laptops, desktops, then this is what CXMT are making. CXMT do make HBM too, for AI accelerators, but their volume there is held back by sanctions.