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Memory Makers Expect Shortages to End in Late 2028, Could Pause Expansion Plans
(www.techpowerup.com)
This is a most excellent place for technology news and articles.
Technically speaking, Tariffs only exist on imports. Export taxes are an entirely separate category of tax. You are correct though, the logical thing for China to do is to run at a state-subsidized loss with CXMT until everyone else has left the market before raising prices. You know, basically pulling a Walmart with state help.