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Memory will not be an issue in 5 years.

D

DanX

Active member
Most people have no idea of China’s production capacity.
The output gap isn’t from 30% to 50% of the world need.
It is from 100% all the way up to 500%.

Memory will not be an issue in 5 years.


China plans to have its installed power capacity exceed 5.4 billion kilowatts by 2030.
（current at 4 b）

The world’s total installed power capacity currently stands at 11.8 billion kilowatts, with industrial consumption accounting for 25% to 30% of total power usage.

Betting on SpaceX is wise.
 
According to this latest Semianalysis article，CXMT’s share of global bit shipment is expected to rise from 9% to 12% in 2027. Wafer capacity reach 500kwspm by the end of 2028, accounting for ~17% of global DRAM supply. Still far from "flooding" the market

newsletter.semianalysis.com

China’s CXMT Is Set to Challenge DRAM Incumbents

CXMT IPO, SKHynix, Micron, Samsung Competition, Process Node Deficit, China HBM, Wafer Adds, Memory LTAs
newsletter.semianalysis.com newsletter.semianalysis.com

4e7341ef-e3c9-4fa0-a8c7-66ce087b659d_2326x692.png
 
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