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So... anybody who was hoping for CXMT (or YMTC) to maybe cause RAM or flash prices to maybe drop, maybe just a bit, pretty please, can go pound sand? (YMTC of course is already on the Entity List.)

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They probably will, but not for US customers.

It’s a fairly liquid global market. I find it hard to believe that DRAM manufacturers will be able to sustain a premium if prices drop ex-US.

> US. has held off adding.. memory chipmaker CXMT

Since CXMT was _not_ blacklisted, this is good for global RAM supply.

Not thus far, but I doubt one ever gets off this kind of chopping block once on it, so it seems to be merely a matter of time. It’ll probably take a year or two for CXMT to start producing consumer DDR5 in higher densities, if they even plan to bother, so I wouldn’t bet against a motivated lobbyist getting the axe to swing in the interim.

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