A particularly surprising discovery is that CXMT is constructing its cleanrooms—where the actual silicon is produced—in just around 12 months, whereas the rest of the DRAM manufacturing industry typically takes 21-24 months, nearly a full year longer.
Finally, the report notes that the Chinese government is encouraging CXMT to transfer its DRAM technology IP to other Chinese DRAM manufacturers such as JHICC, Swaysure, and YTMC’s subsidiary XMC. This initiative aims to alleviate memory shortages domestically before CAMT-designed DRAM enters other markets, such as the EU and possibly even the U.S.
Standing by for “Chinese memory is spying on you, don’t buy it”.
If this memory is high quality, it will become very popular with consumers and still have high prices. No reason to lower it a lot for consumer market if they are alone there. Maybe make it 10% cheaper.
Or as they did with cobalt alloys: use slave labor to flood the market and push out all competition, then rug pull and cut off all supplies.
They’re in the middle of this process with electric vehicles as well.
Another thing they like to do is make manufacturing deals with foreign companies in order to steal the technology for the state, which there is a lot of opportunity to do in the Silicon industry.
So, the Walmart model.
I can tell you’re making an analogy of how Walmart pushes out smaller stores in towns,
but after Sam Walton died Walmart has sold primarily Chinese products,
so, yes, exactly, in more ways than one.