Western manufacturers really shot themselves in the crotch with this one. Foot isn't strong enough here.

Had CXMT hit a normal functioning market, they would be a much harder sell-- existing vendors could spread FUD about performance and quality to hold them back for a few years. But now you have an audience that is desperate to the verge of soldering up banks of 74LS74 flip-flops to make their own RAM.

It's not even like they're offering a reasonable "there's a domestic product but it's marginally more expensive" alternative. And it's all their fault. I sort of wonder if someone was actually saying "we'd better keep some supply around just to avoid burning our bridges with Dell/HP/Apple/etc." when the deals went down.

The US might try to go protectionist/China-baiting to keep CXMT products off their market, but I expect they'll sell just fine everywhere else.

> Had CXMT hit a normal functioning market, they would be a much harder sell-- existing vendors could spread FUD about performance and quality to hold them back for a few years.

I agree with this. Off-brand NVMe and SSDs are really in your face right now and as people buy them out of desperation they’re learning they work just fine. Western manufacturers have done massive damage to their long term brands for some short term profits.