Huawei is building its own DRAM fab, and it could reshape RAM prices for everyone
(www.xda-developers.com)
No, we already know that most of the production will go to Chinese datacenters.
The mandate formalizes a policy trajectory already underway. Beijing introduced a requirement in August 2025 that data centers source at least 50% of chips locally.
With the demand, that 50% requirement likely means almost all of the Chinese domestic production for quite some time. And the mandate will most likely rise to 100% as soon as Chinese domestic production can cover it.