They are producing about a third of what Micron (smallest of big three) produces, and plan on being on par with them in ~4 years.

> Only for China, of course

HP, Acer and Asus are now using them

https://asia.nikkei.com/business/china-tech/hp-asus-and-acer...

That’s less that China needs to buy from the rest of the world, so it’s still a win.