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![wmhuo168 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::30159141.png) William Huo [@wmhuo168](/creator/twitter/wmhuo168) on x 39.6K followers
Created: 2025-07-18 22:35:54 UTC

China is flooding the bottom of the market with cheap DRAM and NAND from CXMT and YMTC. That crushes margins. It narrows the HBM premium. It drags competitors into a price war they cannot win. (4/15)


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**Related Topics**
[dram](/topic/dram)
[china](/topic/china)

[Post Link](https://x.com/wmhuo168/status/1946338164592742402)