China is about to flood the market and prove this notion wrong. If there is demand they want to meet it with supply.

But to your point, that is exactly how American companies like to play now. No one is stopping them from screwing over the consumer.

I have a Micron near me and they are building another chip facility but we are years away still so I suspect China will beat them to the punch.

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shdh an hour ago | parent | next [-]

Yeah, more global competition in DRAM would be great.

SK Hynix and Samsung are South Korean.

	▲	overfeed 31 minutes ago \| parent [-]
		> SK Hynix and Samsung are South Korean. The Korean memory makers are playing the same game as Micron and simply moving existing capacity up-market. GP was referring to upstart Chinese memory manufacturers like ChangXin, who - if their yields manage to catch the wave - could not have asked for a more favorable market after the big 3 have abandoned the consumer market. Consumers who would have otherwise turned up their noses at CXMT will not have the luxury.

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esseph an hour ago | parent | prev [-]

I suspect Chinese factories will get built first, but quality may take a few years to really nail down.

Basically:

China floods the market with cheaper but less QA'd parts, makes a gazillion dollars, is able to spend said money to fix yields / QA issues and streamline operations, by the time that happens Micron and maybe a few other existing players will have new memory production, and then we'll have a flood of cheap, reliable memory. 4yr, maybe?

	▲	cyost 4 minutes ago \| parent \| next [-]
		They're doing decent enough already for consumer electronics. Corsair is selling 16GB 6000MT/s CL36 DDR5 sticks in China using memory from CXMT: https://www.tomshardware.com/pc-components/ddr5/chinese-memo...
	▲	ahartmetz 6 minutes ago \| parent \| prev [-]
		It is not a law of nature that Chinese products are lower quality (cf. electric cars) and I don't see why they would go for that. They can just bin what they produce like everyone else and sell their products for what they have been tested to deliver.