China already has a well developed DRAM industry, as DRAM is somewhat easier than logic, and can tolerate a much higher defect rate. The industry will figure this out.

Another point is I often see the money argument - like country X has more money, so they can afford to do more and better R&D, make more stuff.

This stuff comes out of factories, that need to be built, the machinery procured, engineers trained and hired.

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jimnotgym 9 hours ago | parent [-]

If China capitalises on the big three focusing on data centre team, the big three might have a very hard time post bubble

	▲	rzerowan 3 hours ago \| parent [-]
		I think the article has a giant blind spot as far as China is concerned , considering they have already a mature enough memory ecosystem via YMTC that Apple was considering sourcing from them. As well as continued expansion in the DRAM and HBM Fabs [1]. It feels like the memory cartel once again trying to incentivise their various govt to cough up some more tax breaks/funding to cushion the AI buildout bet that they made and the bubble seeming about to pop. In any case if they leave the consumer market underserved it should be no surprise if before that 2030 prediction we are all on cheaper YMTC memory modules. [1]https://www.tomshardware.com/tech-industry/semiconductors/ym...