[XorNot]

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

[downrightmike]

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

[bee_rider]

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.

[sznio]

all that matters is next quarter.

[downrightmike]

That's implied

[mattmaroon]

They want both.

[Paradigma11]

They also want other countries to not have sovereign DRAM capacity.