Discussion

• @mweinbach Max Weinbach on x

  A few months ago, I had a brief call with one of the Bloomberg terminal guys about memory and told him China would try to build out their own DRAM capacity ASAP to help their electronics manufacturing moat. It's happening very quickly.

• @aleabitoreddit Serenity on x

  @zephyr_z9 So that memory demand statement is true, but it's not the focus of the companies listed in the article. They've largely left the market YMTC/CXMT is trying to flood to go after the higher margin hyperscaler AI buildout, so little to no effect on companies like MIcron. …

• @jukan05 Jukan on x

  Here it comes. [image]

• @bogusjack Xber J on x

  @jukan05 Yeah, I think this will be the single most important variable in the memory market this year. “6. The Return of the Giant and the Chinese Invasion Samsung Electronics, seeking to reclaim its pride, has prioritized volume-based market share over profitability. Their aggre…

• @aleabitoreddit Serenity on x

  @jukan05 Regarding news of memory production by CXMT and YMTC challenging memory companies. This is worded wrong by news. > They're blacklisted in Western hyperscaler supply chains. > This is likely domestic only. Headlines are sensational when they say “China's two major memory …

• @zephyr_z9 @zephyr_z9 on x

  30% of global memory/storage demand comes from China Always remember “memory is fungible” YMTC/CXMT expanding supply means lower China revenue for Samsung/Hynix and other players and fewer customers (reduces their bargaining power) It doesn't mean MSFT's GB300 with YMTC NAND and