Should the US Buy from CXMT?

The “RAMageddon” is here. Tears roll down gamers’ cheeks as AI ruins DDR5 prices. People are even giving RAM as wedding presents. Why is memory going to the moon, and what are the geopolitical implications?Source: PCPartPickerThe Big Three memory makers — SK Hynix, Samsung, and Micron — have dedicated increasing capacity to memory for AI, or HBM. High-bandwidth memory (HBM) is a product that stacks multiple DRAM dies for AI memory. The increased allocation toward high-margin HBM means that not e...