> Interesting, Chinese companies don't seem to know this, they're investing bigly in RAM and other silicon despite being sanctioned and tariffed up the wazoo.

It's also possible they're preparing for the possibility that they get cut-off and so profit is not the primary motivation. As you mention, they're already sanctioned...

Also, CMXT started in 2016 so that gives some indication of the timelines involved. Even in Taiwan it's like a year and a half just to get the building made and these are experts operating in their own country working 24/7. That timelines doesn't include equipment into it, which is also in shortage, and getting lines qualified.

https://www.tomshardware.com/tech-industry/building-a-chipma...