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File: 1751130386176736.png (1.69 MB, 1419x1588)
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US moves to bar CHIPS Act recipients from purchasing Chinese chipmaking equipment for 10 years in November.
US also tighten their export control, causing CXMT expansion to cut short.
Both CXMT and YMTC might be fully banned soon, they are still allowed to work with other companies and supply their memory for chinese market for now, this could soon change.
>>
How will it kill DRAM and NAND manufacturers? Maximum it'll kill US DRAM and NAND market.
>>
>>107565396
CXMT supplied their memory to some large companies that also sell to overseas market like Xiaomi and Lenovo. A full ban means these companies cannot work with CXMT, even just for chinese market
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>>107565349
>DRAM
Taiwan, Vietnam
>NAND
South Korea

Literal nothingburger
>>
>>107565463
Xiaomi and Lenovo are both chinese companies lol
>>
>>107565463
>A full ban means these companies cannot work with CXMT, even just for chinese market
I don't get it. Aren't all 3 companies chinese?
>>
>>107565349
Trump HATES Gamers
>>
>>107565486
>>107565498
It means they will be banned from American's market completely
>>
>>107565349
>announces tariffs that pump up prices when consumers are struggling to afford goods
>announces this shortly after the RAM market blows up
Why does he do this shit?
>>
>>107565694
So? If this market is important to them they will make separate brand for it. Lets say Mi and Thinkpad. Just like Huawei and Honor that is completely not Huawei, I promise.
>>
File: 1745653141002623.png (406 KB, 1407x1660)
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>>107565700
OP's post is in May. The US started its move around November, right after Samsung hiked its memory chip price by 60%
>>
>>107565694
>>107565463
Xiaomi couldn't care less about the us market
>>
>>107565349
All part of the plan to destroy consumer computing and force everybody to subscribe to cloud computing services that they have tried and failed to push over the years.
>>
>>107565700
incompetence or naked corruption, take your pick.
>>
>>107565700
Trump thinks local high-tech manufacturing will just materialize out of nowhere once all foreign products are banned.
The same way communists think utopia will happen once they murder all the rich people.
>>
Import it from Canada



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