They're already producing 10nm DRAM with their current nodes, and they're working on producing 3d DRAM which may make node size somewhat moot.
3D DRAM is no magic, it will only give them maybe 2 generations' breathing room if they got the required etching equipment figured out. But others will be doing 3D DRAM with EUV by then.
>CXMT has begun mass production of DRAM using a D1z (sub-16nm) process.
https://www.globalsmt.net/advanced-packaging/decoding-cxmt-d...
They call it "10nm class" later in the article.
It's hard to find much concrete info tbh.
This destroys all the AI companies, and more.
Micron Fab 6 currently makes about 2% of global memory production in Virginia.
The plant is currently being expanded and upgraded to Micron's 1a node.