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walterbell 15 hours ago

> market pricing people out

For now. Chinese supply chains include DRAM from CXMT (sanctioned) and NAND from YMTC (not sanctioned, holds patents on 3D stacking that have been licensed by Korean memory manufacturers).

kasabali 5 hours ago | parent [-]

They may not be sanctioned for selling, but they're sanctioned because they can't buy modern fab machinery.