[HPsquared]

It does seem like an opportunity on a silver platter for Chinese newcomers. Huge demand at the moment.

[Danox]

In two to four years, the Chinese will have at least half the memory market worldwide, and once in, they will continue forward and not look back.

I also believe there would be one or two tech companies that will get into memory by taking it in-house to make sure that they won’t have this problem again in the future.