this post was submitted on 17 Feb 2026
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The Chinese are moving aggressively into this market.
If shortages last until the 2030s, they will catch up and dominate the market.
I will have no sympathy for Western companies if that happens.
Apple Eyeing A Partnership With Chinese Memory Makers YMTC And CXMT As The Big Three Adopt Hardball Tactics
I hope you're right, but what's different for Chinese manufacturers that means they wouldn't make the same kinds of market decisions the big companies outside of China are making? Why would Chinese companies be more willing to sell to home users?
China (at least for now) has adopted a policy of fierce internal competition.
Chinese companies too may prefer large corporate customers:
Apple Eyeing A Partnership With Chinese Memory Makers YMTC And CXMT As The Big Three Adopt Hardball Tactics