Well, the Chinese manufacturers are certainly coming, though CXMT seems to be being careful not to rock the boat, at least yet https://www.tomshardware.com/pc-components/dram/chinese-cxmt... .
replyIt makes sense, CXMT takes as much profit as possible, then use that money to build more capacity, ultimately becoming one of the biggest competitor (only?) to the cartel.
replyAs of Q1 2026: 90% market share for the Big Three, 8% CXMT, 2% everyone else. And CXMT was only 3% Q1 2025.
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