China wants a sovereign DRAM capacity. They're playing an entirely different gam...

downrightmike · 2026-05-25T01:24:39 1779672279

And those commercial suppliers are making it too easy an putting themselves out of business before 2030

bee_rider · 2026-05-25T05:21:33 1779686493

They’ll also go out of business if they make a massive investment to increase supply, and then the “AI” bubble pops, cratering demand. It’s a tough spot.

sznio · 2026-05-25T07:57:20 1779695840

all that matters is next quarter.

downrightmike · 2026-05-27T21:37:56 1779917876

That's implied

mattmaroon · 2026-05-24T22:43:18 1779662598

They want both.

Paradigma11 · 2026-05-25T14:38:03 1779719883

They also want other countries to not have sovereign DRAM capacity.