Article from semianalysis that goes into the history of CXMT & over a decade long investment (including government support) to become a 4th player in the DRAM market.
Useful to understand in the context of the current DRAM supply constraints since it also goes into what capacity the other 3 players are bringing online in the next 2 years.
Useful to understand in the context of the current DRAM supply constraints since it also goes into what capacity the other 3 players are bringing online in the next 2 years.