[cluckindan]

Let’s see them ship some chip first

[blitzar]

> 8% to 9% of the worldwide DRAM market share in 2025

how much more do they need to ship to satisfy you?

[kubb]

10x

[blitzar]

Seems fair ... if they can capture (and ship) 90% of the global supply of memory they will be permitted to have a market cap of 0.1x Nvidia.

[feverzsj]

The price is similar, as they all rely on same upstream suppliers. The quality is kinda meh.

[wasfgwp]

Currently price has little relation to manufacturing cost, though

[grumbelbart2]

They don't have access to EUV machines from ASML though.

[adrian_b]

What they have is good enough for competitive DDR5 DIMMs.

In China they already make integrated circuits with a finer pitch than at TSMC or Intel before the transition to EUV.

This is achieved by multiple exposures, which increase the fabrication cost, but with the current prices they still have very healthy profits.

[feverzsj]

EUV is only required for highend ram like HBM3E, HBM4.

[kmjmbk]

they seem to be doing fine regardless.