> I think it's saying that Micron would be better off increasing supply themselves (and thus lowering prices) than waiting for a competitor to come and provide more supply to meet the higher demand.

It's a bit too late. Chinese manufacturers have finally started making DDR5 and have raised enough cash in an IPO to start ramping up production in a major way.

> Shares of chipmaker Changxin Technology Group soared nearly 466% Monday in their debut on Shanghai’s tech-heavy STAR Market, making CXMT the most valuable China-listed company.

The Hefei-based firm had raised 57.92 billion yuan ($8.6 billion) after pricing its IPO at 8.66 yuan per share, making it Asia’s biggest so far this year.

https://www.cnbc.com/2026/07/27/cxmt-china-market-debut-chip...