China are keeping their pricing high too for now. ChangXin Memory Technologies (CXMT) chips are entering the market but they don't seem to be reducing prices. Additionally I expect China will serve their domestic market preferentially. Hopefully that still drives prices down long term.
[−]TacticalCoder · 2026-11-15 Sun 11:53 UTC ·
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> Additionally I expect China will serve their domestic market preferentially.
Something China literally never did though? They seem to love flooding the world with what they produce.
Memory is different because it's largely not a consumer market, but instead an input to other products and those products are not sold to consumers but to enterprise customers. I'm guessing there are plenty of domestic enterprise customers to buy the memory produced.
Something China literally never did though? They seem to love flooding the world with what they produce.