How long would it take an aggressive company to expand production capacity? I always thought it takes a few years, at minimum, for even established players to stand up new fabs
As far as I can tell, Micron and SK Hynix are using EUV lithography and may be constrained by availability of the equipment, whereas CXMT does not have EUV machines. There were reports that EUV lithography is needed for high yields, but CXMT appears to be proving that wrong.