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0 pointsXorNot20h ago0 comments

China wants a sovereign DRAM capacity. They're playing an entirely different game then the commercial suppliers in the West.

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downrightmike15h ago

And those commercial suppliers are making it too easy an putting themselves out of business before 2030

bee_rider12h ago

They’ll also go out of business if they make a massive investment to increase supply, and then the “AI” bubble pops, cratering demand. It’s a tough spot.

mattmaroon18h ago

They want both.

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