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Comment by discordance

China's pretty good at bending the curve. I expect that by the end of 2027 we'll see a lot more available for consumers. As others have pointed out, this might not be available in US markets.

"CXMT currently has two 12-inch DRAM fabrication plants — or fabs - in Hefei and one in Beijing, with a combined capacity of about 300,000 wafers per month.

With the new Shanghai facility and other new capacity, CXMT will double its DRAM wafer output to approximately 600,000 wafers per month, all three sources added."

https://www.reuters.com/world/china/chinas-cxmt-wins-3-billi...

parent discordance 1 month ago

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