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Comment by cute_boi | Hacker News Reader

I think the only solution to this issue is China. If CXMT can supply, it will put all these monopolies in check.

cxmt is also selling their memory similar to the big three. No one hardware company in their right mind will sell their products not as high as possible after you learn how much harder hardware engineer and fab people work for.

"As high as possible" is a function of scale though. There is only so much global demand for memory at a given price point. If CXMT determine that by increasing supply they can increase profit even if it lowers prices, then they will do so within their ability.

EDIT: This is also semiconductor-specific. Because there's little additional cost to doubling the output, ramping up production is the hard part

That’s a nice short-term solution. How do you envision adding an infinitely-deep-pocketed state-sponsored supplier to the mix over the longer term?

Even if CXMT can only sell in China, that reduces the amount of memory China needs to buy from other manufacturers, thus benefiting everyone.

What would the issue be, in the long term? I'm struggling to see a downside to more manufacturing capacity

If you want to realistically compete in a market with state-backed firms, you need state backing. Aerospace is a prime example.

Oh, maybe we're mixing terms here. OP was proposing CXMT as a "solution" to the problem of these companies engaging in price fixing. Now you're saying there needs to be a "solution" to the problem of these companies no longer being able to "compete" (engage in price fixing), because CXMT exists.

The latter is not a problem I or almost anybody outside those companies care to fix. It's not the public's job to bail out a company because they forced states to intervene to break up their monopoly after taking the highest profits in the industry's history.

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