Article from semianalysis that goes into the history of CXMT & over a decade long investment (including government support) to become a 4th player in the DRAM market.
Useful to understand in the context of the current DRAM supply constraints since it also goes into what capacity the other 3 players are bringing online in the next 2 years.
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[ 3.0 ms ] story [ 14.4 ms ] threadUseful to understand in the context of the current DRAM supply constraints since it also goes into what capacity the other 3 players are bringing online in the next 2 years.