Does China not have any companies that can make RAM? Seems like an opportunity to grab some market share. But maybe they don’t, or maybe they’d prefer to sell it to AI companies too.

CMXT has ddr5 manufacturing capabilities but it will be years before they scale it, and they’re embargoed by the US, so nobody on good terms with the US can get it.

And yes, they would also sell to the enterprise customers, but it would lower prices overall.