> Two Chinese firms are ramping up production of consumer RAM/SSDs because they see a market opening

Yes but these Chinese firms are a tiny share of the overall RAM/SSD market, and they'll have the same problems with expanding production as everyone else. So it doesn't actually help all that much.

Chinese firms won’t have the exact same problems as anyone else. Some problems will be the same but not all.

* Chinese firms finance through different banks and investors than current ram producers

* A company with a mission statement of consumer ram won’t have their supply outbid by data centers

* Chinese manufacturing has more expertise in scaling then any other manufacturing culture

The biggest problem in expanding for everyone else is they don't trust the market to exist for long enough to be worth paying for a new factory so they are not investing in it. The Chinese might be small, but they think the market will exist and are investing. Will they be right or wrong - I don't know.

The fact that there’s been a massive expansion in the nonconsumer market means the consumer market makes up a smaller proportion of the overall market, but it doesn’t mean the consumer market is any smaller than it used to be.