China Will Create A Historic Memory Glut
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In this video we analyze the rise of the Chinese semiconductor industry and what implications it will have for the global DRAM and NAND shortages.
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#wallstreetmillennial
0:00 – 4:18 Intro
4:19 – 9:25 Rise of Chinese Semiconductors
9:26 – 11:23 Impending Memory Glut
11:24 – 13:06 Apple
13:07 Parallels to EV Industry
@wallstreetmillennial
September 4, 2026 at 11:11 pm
Thanks to Storyblocks for sponsoring this video. Get 15% off any annual plan for a limited time, only available through this link: http://storyblocks.com/wallstreetmillennial
@jakubzgora
September 4, 2026 at 11:11 pm
Unless they get hit with crippling patent/security sanctions like Huawei.
@goatpepperherbaltea7895
September 4, 2026 at 11:11 pm
Plz Chinaman bless me my computer is from 2014
@UTPODCAST1
September 4, 2026 at 11:11 pm
If only we could buy CXMT stock 🤣 America only believes in capitalism when it benefits them!
@cat6th363
September 4, 2026 at 11:11 pm
You know who is going to tariff RAM.
You know who will be the only country without affordable PCs
@ktktktktktktkt
September 4, 2026 at 11:11 pm
I was gonna congratulate you for 1000 videos and then it turned out to be an ad haha
@Davin-l1b
September 4, 2026 at 11:11 pm
Please save us from crony capitalism, China.
@avarmauk
September 4, 2026 at 11:11 pm
I’ll show you D Ramming
I’m sorry, one day I might grow up
@ivanandreevich8568
September 4, 2026 at 11:11 pm
What do I think? I think competition is good
@markchalled3976
September 4, 2026 at 11:11 pm
Congrats on 1000 videos. 500k subs next. Nice one @presario42.
@r3nd3rm4n
September 4, 2026 at 11:11 pm
Please do
@pwu8194
September 4, 2026 at 11:11 pm
It's a good news for Apple. Tim Cook was talking about the 100 year flood in memory market when AI boom bought out all memory chips.
@AltayHunter
September 4, 2026 at 11:11 pm
2:45 It feels wrong to hear "the vast majority" on a Wall Street Millennial video. What happened to "substantially all of"?
@nr12345
September 4, 2026 at 11:11 pm
Good, have not been a fan of Chinese industry for a long time but if this glut could come and kick the greedy pig western memory producers in the face I would actually find it incredibly funny.
@Wfmike
September 4, 2026 at 11:11 pm
Overcapacity narrative incoming
@sj1547
September 4, 2026 at 11:11 pm
They're leaving the door wide open to China.
@mus_xr4653
September 4, 2026 at 11:11 pm
Only china can save us
@-C0ns1an1ine-
September 4, 2026 at 11:11 pm
Too early for that, maybe in 4-5 years.
@rhobot75
September 4, 2026 at 11:11 pm
Ok, cool, man.
@DaveMikeHasslehuff
September 4, 2026 at 11:11 pm
"Micron is lobbying the Trump administration". Every major US companies do that. But there, it's not called "state-backed" enterprises. 😂
@ElijahRose-u6f
September 4, 2026 at 11:11 pm
I'm sure whatever they're making isn't worth buying.
@vxicepickxv
September 4, 2026 at 11:11 pm
Fun fact. Old 6 core CPUs were actually 8 cores with two bad cores disabled.
@codelessunlimited7701
September 4, 2026 at 11:11 pm
When we gonna get a gaming laptop for $200 with 1tb and a flagship smartphone for $300 with $1tb?
@Oldguard_8
September 4, 2026 at 11:11 pm
CCP IP theft adn blatant trade violations, let alone currency manipulaiton, should not be confused with legitimate completition. Is this a CCP-paid influencer???
@flamencoguy3000
September 4, 2026 at 11:11 pm
Money for consumers not for billionaires and their corporations
@RareVDO
September 4, 2026 at 11:11 pm
FUCK YEH! CHINA! I SUPPORT YOU!!
@littlestinker9716
September 4, 2026 at 11:11 pm
Micron colluding with gubmint to screw consumers.
@DaveMikeHasslehuff
September 4, 2026 at 11:11 pm
Western oligarchies dread China because China is making things affordable to everyone, cutting their outrageous profit margins.
@OdyTypeR
September 4, 2026 at 11:11 pm
Only a century of humiliation?
Hold my Tsingtao, China.
Signed, America.