I'm a bit surprised the article makes no mention of China's new memory companies.

[0] https://techwireasia.com/2026/04/chinese-memory-chips-ymtc-c...

As the article states:

>CXMT still trails Samsung, SK Hynix, and Micron by approximately three years in advanced DRAM node development, and yield rates on new production lines remain the variable that determines whether capacity targets translate into reliable supply. Liu notes that lines launched in the second half of 2026 are unlikely to change the global supply-demand balance until 2027.

The Verge article talks about demand exceeding supply in 2028. Your article suggests it'll take until 2029 before Chinese production catches up to current technology.

It'll help drive prices down in five yearss, but the Chinese memory production won't be ready and efficient enough to prevent the shortages from continuing to grow.

Most people don't need current tech. Ddr4 is good enough

You could buy CXMT DDR5 modules like, right now.

Is a good sign for eventual domination in the field.

Is an AI monopoly good for consumers? I don't think so.

These are the Beelink boxes.

They got very popular when they released a video of the manufacturing process. https://www.youtube.com/watch?v=ohwI3V207Ts

Wow these are so much more well made than I thought.