2. In a healthy, competitive market there would be smaller manufacturers that’d be happy to take up the big guys’ discarded business.
2. Semiconductor manufacturing is the most complex industrial process in the world. You need billions of capex and decades of experience. Even existing semi players like intel cannot switch production to memory.
China CXMT is gaing traction in DDR market. New fabs from all players wil come online in the next two years.
Have you seen how the modern stock markets works lmao? It hasn't been based on reality in a long time.
Hell just look at Trump, should've run outta money from all his bad deals ages ago but the grift continues.
I guess they would love to produce it themselves, but for the average scenario the production reserves they have with Samsung already work well enough and prevent them from having to get into such a complicated industry.