It isn’t yet, cause there’s no wide availability yet so CXMT costs similar to traditional RAM. Once they scale up enough to make a dent in the supply, you bet it will be. If people and consumer corpos have already gotten on the Chinese RAM train by the time the bubble bursts, they will have little reason to go back to non-Chinese RAM. Then we’ll have an interesting conversation with memory corporations.
It isn’t yet, cause there’s no wide availability yet so CXMT costs similar to traditional RAM. Once they scale up enough to make a dent in the supply, you bet it will be. If people and consumer corpos have already gotten on the Chinese RAM train by the time the bubble bursts, they will have little reason to go back to non-Chinese RAM. Then we’ll have an interesting conversation with memory corporations.