And you are now encouraging other large pocket tech companies inside and outside China to give thought to taking memory in-house if that means making and selling devices at a reasonable price in a timely manner.

Building a DRAM company from scratch is hard, expensive, and risky. You're burning a fortune to get started, and the result is a commodity product. But the AI bubble allows CXMT to have terrible yields, sell a legacy product, and still make a healthy profit! This is literally a once-in-a-lifetime opportunity to catch up.

And yes, right now that means selling DRAM for 10% below the crazy AI-inflated prices the incumbents charge. But sooner or later either demand will drop or supply will catch up. CXMT, like many other Chinese companies, is undoubtedly willing to operate at razor-thin margins to increase market share. Either the other manufacturers move down as well, or they'll be made irrelevant by CXMT stealing all their customers.

Only way to keep prices this high would be a multinational cartel of RAM makers agreeing never to compete on price. One defector kills it. Not likely you could keep a cartel like this given that the players are all on different sides of geopolitical tensions. China's not going to want to help keep Taiwan, Japan, Germany, or the USA in the money.