this post was submitted on 20 Feb 2026
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They might not want to, in the end. It's just that right now there's no choice. Their productive capacity is not that huge, so its not like they can flood the market.
In the future they might develop an aggressive marketing strategy where they try to wrest as much market share as possible from the memory oligopoly. They also might not. The only more or less concrete thing to add is that the chinese market does have a history of letting 'one thousand flowers bloom' and then culling the worst performers. So I guess what we should watch for isn't one Chinese Company doing its thing, but multiple.
But it's really enough to undercut prices by <10% and have consistent quality and supply.
People don't have as strong feelings about the brand of their RAM compared to CPU/GPU. PC vendors don't even write the RAM brand on the spec sheet.
The thing is that AI expenditure is so irrational that the traditional monopolies are leaving the consumer goods market entirely. It's up in the air as to if new players from China even need to undercut competitors. What if Micron just goes full in on AI for another year, year and a half? What if Nvidia does the same? If west aligned players all just hand over the markets to someone else, that someone else might as well just undercut 1% past import dues.
The article raised the matter of quality but for all intents and purposes already put to rest. It's besides the real point, which is quantity and the time/money needed to get these fabs up and running.