That’s a nice short-term solution. How do you envision adding an infinitely-deep-pocketed state-sponsored supplier to the mix over the longer term?
replyEven if CXMT can only sell in China, that reduces the amount of memory China needs to buy from other manufacturers, thus benefiting everyone.
replyWhat would the issue be, in the long term? I'm struggling to see a downside to more manufacturing capacity
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replycxmt is also selling their memory similar to the big three. No one hardware company in their right mind will sell their products not as high as possible after you learn how much harder hardware engineer and fab people work for.
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