[Danox]

The thing about China is that they will iterate and iterate some more until they get there and then once there, well like BYD they will disrupt the entire market the cozy days of resting on your laurels for the American/Korean memory companies is over.

The big three memory makers will probably face their last big payday. I hope they enjoy it, as China will dominate the global memory market in three-five years due to their short term greed.

Apple will likely bring memory in-house, like they did with CPUs and GPUs. Anyone questioning the time it took to replace Intel and Qualcomm should consider the Chinese expansion in the memory market, which makes it a long-term necessity.

Apple has the money, and while its competitors have spent/squandered $1 trillion on the AI data center fiasco. Apple made a decision to stay away from the blast crater.

Meanwhile Apple which also has the expertise in engineering and chip design can do what is necessary and bring memory in house. Note: Nvidia and Broadcom have also been replaced along the way by Apple also.

Who knows maybe Intel will condescend to do memory too?

[HFguy]

"short term greed"

There is a certain amount of capacity to produce memory. They are building new facilities but it takes a long time. They have been burned going down this route many times in the past (e.g., losing money, firms that are no longer in business).

What would you have them do instead?