[swader999]

It's the euv machines that are the bottleneck. Pretty hard to ramp those up any faster in the next few years.

[smallmancontrov]

DDR5 is still mostly made with DUV (remember Intel 14+++++++++?), and even though manufacturers have slowly been moving a few layers to EUV the advantage is at the margin. Lack of EUV at scale will not prevent China from ramping useful RAM into this market.