China often exhibits tremendous internal market competition, so it's possible that different Chinese suppliers will race each other to the bottom (Chinese firms are really good at suriving on ultra-thin margins) making prices even lower than 10% below the premium providers.

More competition will drive down the market price, so it'll be 10% below a price that is lower than what we have currently. Obviously it's not gonna go down immediately, but more supply will definitely bring down prices.

Obviously, this is very bad for the existing memory makers, since these boom prices will not last forever, and the Chinese aren't gonna stop selling memory once they are in the market.