It takes several years to get production and distribution started. You’re not going to see a rush chasing current consumer ram prices like you would a popular toy or something.
Distribution is already mostly in place. The existing channels have run dry so they can be filled with the new supply.
Building things happens a bit quicker in PRC compared to the US. If they see it as a way to undercut the US/Taiwan hegemony on the chip markets, it might even just fun to do it.
HBM3E is something China can’t do yet. And their DDR5 17nm node process just cleared high yield rates 2 days ago. It will be interesting to see what happens here.
