You guys have got to read this PC Gamer piece because the DRAM story is wild and has massive implications for everyone here. Micron used to be the dominant player but its market share has dropped from over half down toward roughly 35% while Chinese producers like Yangtze Memory are expanding aggressively with a goal of up to 21-30 GW by 2030 - compare that to Micron's entire plan capped at around 78GW. The gap is staggering and the real story is why this matters for you: American firms are now actively validating their products against Chinese memory because there's a credible fear of counterfeit chips flooding high-demand channels, which means OEMs have to add an extra layer of verification just to trust what they buy in bulk. This isn't some abstract geopolitical chess move; it translates directly into supply chain friction and potential reliability headaches for any system built with mixed suppliers. The Chinese side is being fueled by government funds through the Ministry of Finance MOFEd Shanghai Semiconductor Manufacturing Inc. and others that get preferential treatment under domestic support programs, making this a long-term structural shift rather than a temporary glitch. I'm already anticipating how this trickles down to consumer pricing and warranties over the next two years, so stay tuned for more posts on it as things develop.

Source: https://www.pcgamer.com/hardware/memory/so-this-is-why-component-makers-have-started-validating-their-products-for-chinese-memory/