I said this last time, YMTC from China is making NAND and finally crossed the 10% market share. I would not be surprised if they have 30% by 2030. The more NAND Fabs reconfigured to DRAM from Samsung or others the more YMTC will grab NAND market share. So yes naturally those profit current NAND and DRAM player enjoys provides an extra cushion for them to build their Fab which is becoming ever more expensive due it its size and machinery required. But also as war chest. And they know it well.

CXMT's DDR5 and LPDDR5 is also slowly gaining market shares, although not at the pace of YMTC due to yield and cost issues.

Both company are close or already at escape velocity. And then there will be a moment like electric car where DRAM and NAND will oversupply. Which is another reason why DRAM manufactures are eager to move to LPDDR6.

YMTC also announced entry into the DRAM market a couple months back. CXMT recently announced DDR5-8000. Sanctions clearly aren't working to slow progress in China's tech sector, but they seem to be great for the profits of US vassal-states