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How long would it take an aggressive company to expand production capacity? I always thought it takes a few years, at minimum, for even established players to stand up new fabs

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As far as I can tell, Micron and SK Hynix are using EUV lithography and may be constrained by availability of the equipment, whereas CXMT does not have EUV machines. There were reports that EUV lithography is needed for high yields, but CXMT appears to be proving that wrong.

Micron was dragging its heel on EUV and only got it last year[1].

Seems it's mostly useful for LPDDR modules which are predominantly used in battery-powered devices and to improve margins.

[1]: https://www.tomshardware.com/pc-components/dram/micron-sampl...

LPDDR is used by the Nvidia rubin platform. I can see AMD using lpddr as well because it gives you denser memory at the same or reduced power budgets.

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