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by Arubis 33 days ago
That’s a nice short-term solution. How do you envision adding an infinitely-deep-pocketed state-sponsored supplier to the mix over the longer term?
2 comments

Even if CXMT can only sell in China, that reduces the amount of memory China needs to buy from other manufacturers, thus benefiting everyone.
What would the issue be, in the long term? I'm struggling to see a downside to more manufacturing capacity
If you want to realistically compete in a market with state-backed firms, you need state backing. Aerospace is a prime example.
Oh, maybe we're mixing terms here. OP was proposing CXMT as a "solution" to the problem of these companies engaging in price fixing. Now you're saying there needs to be a "solution" to the problem of these companies no longer being able to "compete" (engage in price fixing), because CXMT exists.

The latter is not a problem I or almost anybody outside those companies care to fix. It's not the public's job to bail out a company because they forced states to intervene to break up their monopoly after taking the highest profits in the industry's history.