CXMT and YMTC reshape the global chip landscape, and crypto miners should pay attention

CXMT and YMTC reshape the global chip landscape, and crypto miners should pay attention

CXMT controls 7.7-11.1% global DRAM, YMTC 11-13% NAND—both at 50% below market rates; ByteDance's $7B investment signals Chinese chip dominance. Slashed DRAM prices lower mining-hardware and AI-infrastructure costs while breaking Seoul-Boise supply-chain monopoly.