Is the Commodity Segment of the Memory Industry Shifting to China?

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Good morning!

If you've been in the market for a new consumer-grade electronic device of any sort – a smartphone, a game console, a new laptop, or tablet – in the past year or so, you have probably run smack into the price increases driven by a shortage of DRAM and Flash memory. This shortage, of course, is the result of booming AI-driven demand for high-bandwidth memory.

"Big Three" memory companies Micron $MU, Samsung, and SK Hynix $SKHY have raced to fill de...

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