quote: China will be making a LOT of RAM in 2028 https://x.com/pequityresearch/status/2110550475632460251 | A financial | Hanami
quote: China will be making a LOT of RAM in 2028 https://x.com/pequityresearch/status/2110550475632460251 | A financial column published in South Korea now warns of memory oversupply in 2029, after new capacity comes online.
They argue Korea has only 2-3 years to develop new growth industries before the cycle potentially reverses.
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