Chinese CXMT to Match Micron's DRAM Manufacturing Capacity This Year

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.

Micron doesn’t seem interested in competing for consumer memory anyway, since they exited the consumer memory market. Latent demand exists for memory at not-outrageous prices so good for CXMT for filling that niche.

CXMT will also sell at outrageous prices. It's free money.