| ▲ | shdh 2 hours ago | |
Yeah, more global competition in DRAM would be great. SK Hynix and Samsung are South Korean. | ||
| ▲ | overfeed an hour 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 segment. Consumers who would have otherwise turned up their noses at CXMT will not have the luxury. | ||