They are running fabs at 100% capacity. New fabs take many years to build, cost billions, and are out of date within a few process moves.
One cannot simply "flood the market" or the Chinese would have done it ages ago.
One cannot simply "flood the market" or the Chinese would have done it ages ago.
Even so, the production of cheaper Chinese DDR5 memory is increasing despite not being able to import all the tools and materials that are needed, so eventually they will benefit from this memory shortage that allows them to gain market share that they would not have gained otherwise.
The other part of the sabotage is that western companies then have restrictions on what chips they're allowed to buy from China. IDK if RAM chips are also on that list.
Apple cancelled their deal with YMTC (Chinese RAM company) after the US sanctioned the latter. I don't know whether that is directly because of the sanctions, or indirectly (e.g. if Apple thought sanctions would hamper YMTC's ability to supply the goods), but they have had the same effect.
https://www.lightreading.com/business-management/chinese-chi...
https://www.business-standard.com/article/international/appl...
China also runs adverse competitive industrial policies (e.g., industrial spying, flooding markets). Not making value judgment here.
You have quite the post history BTW.
The fabs themselves (especially for memory) are being retooled for process moves. At least that's what micron has been doing.
But otherwise I agree. Micron has a new fab being built that was started around 2020. It's nowhere near finished.