CXMT sells the vast majority of their bits at the prevailing market rate, just like everyone else. They are adding capacity as quickly as they can, with a 5-10 year planning horizon, just like everyone else. It’s really not that deep!

▲ orphea 4 hours ago | parent [-]

  > They are adding capacity as quickly as they can [...], just like everyone else

Are you sure? In the past they explicitly said they are not going to increase production.

https://www.tomshardware.com/pc-components/dram/memory-maker...

	▲	xadhominemx 4 hours ago \| parent \| next [-]
		Yes of course their messaging to customers and the investment community is that they will be rational and measured in their investments. In reality, they are adding capacity as quickly as possible as margins are too high. However, capacity addition leading edge semiconductor manufacturing has a multi-year lead time.
	▲	washadjeffmad 2 hours ago \| parent \| prev [-]
		PRC asked them to curtail DDR4 production so they didn't bottom out the market a year or two ago, and to focus on latest gen development, like HBM. They were the world leader in cost efficient DDR4 production at the time.