They are working on it (CXMT for RAM and YMTC for NAND flash) but not having access to ASML’s EUV lithography equipment hobbles them.
The US government is also trying to kneecap them, threatening Apple with tariffs if they went ahead with YMTC storage, even if only for the Chinese market.
They are thus primarily focusing on the Chinese market, but if they weren’t there, DRAM and flash is a global commodity market and prices would have gone up even more insanely than today.
They are working on it (CXMT for RAM and YMTC for NAND flash) but not having access to ASML’s EUV lithography equipment hobbles them.
The US government is also trying to kneecap them, threatening Apple with tariffs if they went ahead with YMTC storage, even if only for the Chinese market.
They are thus primarily focusing on the Chinese market, but if they weren’t there, DRAM and flash is a global commodity market and prices would have gone up even more insanely than today.
You can't just spin up factories producing top of the line components like RAM. It's an extremely expensive process
10-20 billion dollars and 2-3 years, witch is nothing to the Chinese or a company like Apple or TSMC if the will is there.
Maybe with enough money. Terafab ~ Q3 2027
two-three years out.