China’s coming to eat your lunch triopoly, better make what you can before ~2028 (likely earlier for DDR4). They’re going at it hard, and all the way back up the supply chain.
‘potentially unlawful activity’ like constraining supply or letting Scam Altman corner the wafer market without any way to actually use it. South Korea could just rule that an illegal (anti-competitive) contract and the RAM / SSD crisis would likely be over, or at least significantly mitigated.
China’s coming to eat your lunch triopoly, better make what you can before ~2028 (likely earlier for DDR4). They’re going at it hard, and all the way back up the supply chain.
‘potentially unlawful activity’ like constraining supply or letting Scam Altman corner the wafer market without any way to actually use it. South Korea could just rule that an illegal (anti-competitive) contract and the RAM / SSD crisis would likely be over, or at least significantly mitigated.