Chinese makers of DRAM modules, SSDs have a serious advantage over American and Taiwanese suppliers, says SMI SVP — state guidance secures local DRAM and SSD supply while the Big Three chase AI margins
… But China-based manufacturers of DRAM and flash memory, such as CXMT and YMTC, may be obliged to support local industries, including producers of DRAM and SSD modules as well as smartphones and PCs, by China's federal or local governments. …
