Comment by pjc50
9 days ago
At this process node, China (PRC) doesn't have significant capacity, it's all in China (ROC) or as we know it: Taiwan.
China native DRAM production is similarly behind, but catching up: https://telecom.economictimes.indiatimes.com/news/devices/cx...
China just needs to produce 3080s/3090 cards (which they are capable of doing given enough investment) and they can supply the gaming market for 95% of its needs