Re:GM, LG to Spend $2.3B on Venture to Make Electric-Car Bat...
by microcolonel on Friday December 06, 2019 @02:27PM
(#21725149)
Demand alone has not made many of these industries happen in China, DRAM being a great example of that at least. Unless they have some sort of new espionage, or a miraculous groundswell of native research, I won't believe the battery claims until they're on the market.
PC & Server markets have been flat or declining for the last 5 years, so the DRAM demand is more or less constant (probably propped up by laptop sales).
Maybe they'll start following a boom/bust cycle once the market becomes mature, but considering how much we need to invest in renewables paired with energy storage, thats not going to be for at least a few decades.