The biggest problem in expanding for everyone else is they don't trust the market to exist for long enough to be worth paying for a new factory so they are not investing in it. The Chinese might be small, but they think the market will exist and are investing. Will they be right or wrong - I don't know.

Chinese firms won’t have the exact same problems as anyone else. Some problems will be the same but not all.

* Chinese firms finance through different banks and investors than current ram producers

* A company with a mission statement of consumer ram won’t have their supply outbid by data centers

* Chinese manufacturing has more expertise in scaling then any other manufacturing culture

The fact that there’s been a massive expansion in the nonconsumer market means the consumer market makes up a smaller proportion of the overall market, but it doesn’t mean the consumer market is any smaller than it used to be.