Comment by walterbell

https://www.semiconsam.com/p/why-did-the-memory-chicken-game... | https://s-space.snu.ac.kr/bitstream/10371/95351/1/01%20Jeho%...

  Chinese memory makers are the product of massive state backing, with tens of billions of dollars in subsidies and the full weight of the Chinese government behind them. Could Samsung win a power struggle against the Chinese government? .. The market that [Samsung, SK Hynix and Micron] created by surviving is completely different from the past. When there were ten players, even if I cut output, someone else could simply increase theirs. But now that only three remain, everyone knows all too well that if anyone recklessly expands supply, everyone goes down together.. the market paradigm has shifted from a “market share (M/S) war” to “profit maximization.”

https://x.com/semianalysis_/status/2005458750296256654

  The key to (CXMT) achieving 10nm-class DRAM mass production at a speed that seemingly defies physics lies in its complete acquisition of Samsung’s PRP process roadmap—a project that took Samsung five years and 1.6 trillion KRW to develop.

https://www.tomshardware.com/pc-components/dram/samsung-engi...

  South Korean prosecutors indicted multiple individuals in a case alleging that a former Samsung engineer leaked advanced DRAM manufacturing process data to [CXMT] .. shedding light on how leaked trade secrets may have accelerated China’s push into 10nm-class memory..  engineers in question allegedly took note of detailed critical manufacturing steps in handwritten notes taken over five years.. handwritten notes remain difficult to track or audit. Investigators say the accused engineer exploited this gap by memorizing and transcribing process flows, which is virtually impossible to police effectively.