Earlier today I reported that Chinese memory makers, such as CXMT, are ramping up their production big time, and are set to run hot on the heels of Micron in output even by the end of this year. But hold up, don't get too excited, because the same research that produced those figures also predicts "the 2030 DRAM squeeze" matching the SK hynix CEO's warnings from earlier in the week.
As relayed by Citrini researcher Zephyr on X, even by 2030 and factoring in increased supply from China, there will still be a shortfall. Demand for DRAM will still exceed supply—and it won't even be particularly close.
