China’s Largest Memory Manufacturer, CXMT, Plans to Allocate a “Large Chunk” of Its DRAM Production to HBM3, Hoping to Compete in the AI Race.
It's over. Not even China 🇨🇳 gives 2 hoots about the retail market. I know it's "just 20%", some may say, but if they have put this decision into motion, it means they already have vested interest and it INCENTIVES them to do it.