China and the memory market

Once china sets its goals for dominating a market it wins. Usually takes many years, but it happens. Can't compare the political will of a country versus profit and loss thinking of a corporation.

China will eventually win in the memory market and current memory makers are at an unfair disadvantage.

https://www.tweaktown.com/news/112680/chinas-cxmt-is-on-track-to-nearly-match-microns-dram-production-capacity-by-the-end-of-2026/index.html Quote:

CXMT will finish 2026 with approximately 350,000 wafer starts per month (WSPM) of DRAM capacity, which is just 25,000 WPM less than Micron.

... by 2030, its total capacity will increase to around 1.41 million WSPM, according to Citrini. CXMT alone is projected to build new production capacities in Beijing, Hefei, and Shanghai, to expand its production capability to 950,000 WSPM in 2030, assuming everything goes as planned.

/end quote

Is China hoping for a RAM price drop crash to extinguish the competition?

Additional references:

1. https://www.tomshardware.com/pc-components/dram/chinas-cxmt-targets-30-percent-dram-memory-market-share-by-2030-with-sixth-mega-fab-future-plans-bottlenecked-by-access-to-advanced-chipmaking-tools
2. https://www.trendforce.com/news/2026/09/24/news-cxmt-ymtc-ramp-memory-capacity-but-chinas-ai-cloud-boom-could-soak-up-new-supply-through-2027/
3. Microns quarterly report: https://www.investing.com/news/company-news/micron-fq4-2026-slides-record-revenue-ai-demand-drives-supply-tightness-93CH-4926074 . Turn off javascript to view.