China’s DRAM Self-Sufficiency To Remain A Distant Dream, As Local Giants Seek 10-Year LTAs From Samsung And SK hynix; CXMT & YMTC Lagging In Key Areas
Chinese memory makers CXMT and YMTC have a mountain to climb as far as meeting demand goes because there are still local technology giants like Alibaba, Tencent, and ByteDance whose DRAM shipment requirements aren’t being fulfilled. Seeing as how their…
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