[checker659]

I don't know about that. All I'm pointing out is that just because US doesn't like China doesn't mean there isn't a bigger market out there. So, even if China ends up servicing that market only, that's still a big chunk of the pie. So, case in point, a Chinese DRAM maker flooding the market with cheap(er) DRAMs (or any DRAM for that matter -- thanks Micron), will end up affecting the price of DRAM in the US.

[mycall]

That's true. The greater the numbers, the lower the demand on the global scale (unless those all be consumed by AI too). It makes me wonder if AI data centers will never be satisfied.