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by tracker1 22 days ago
For that matter, just getting Chinese DRAM into the market could cool pricing down a lot to oppose the cartel.
2 comments

No it won't because Chinese DRAM manufacturers have relatively low capacity and it's already being used. And in an auction, prices from different suppliers converge.
Because China can't ramp up production at all... no means to do so... they aren't even working on it at all.
Not really. I imagine demand for AI just from China would eat up their entire production let alone demand from the west.

And after all, that demand from consumers.