> SK Hynix and Samsung are South Korean.

The Korean memory makers are playing the same game as Micron and simply moving existing capacity up-market.

GP was referring to upstart Chinese memory manufacturers like ChangXin, who - if their yields manage to catch the wave - could not have asked for a more favorable market after the big 3 have abandoned the consumer segment. Consumers who would have otherwise turned up their noses at CXMT will not have the luxury.