In short: Chinese NAND maker with another offering coming — more new memory supply feeding the oversupply thesis.
51:047 trillion dollars, almost $2 trillion dollars a year. I don't think they're going to get anywhere near this because the economics are just not going to work and there's going to be excesses here as a result of this. So I agree that there will be a continuing buildout, but nowhere near the pace, and it could be a period of time where there's excess. Certainly, we're seeing in DRAM, Micron's talking about $250 billion dollars of capex spending. Okay, the Chinese are coming public, the CXMT,
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