this post was submitted on 20 Feb 2026
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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.