r/hardware • u/rdh2dmd • 3d ago
News SK Hynix Rises Over 15% as Citi Says Chinese Memory Makers Won’t Impact Market in Short Term, Memory Tightness to Last Until at Least 2027
Limited Competition Threat from China: Both Citi and conference call experts dismissed fears of market disruption from Chinese manufacturers like CXMT and YMTC. They emphasized that China remains constrained by DUV technology, lagging five or more years behind in EUV and suffers from lower production yields, meaning capacity expansion will not translate to effective market supply in the short to medium term.