.@asianometry warns about the impossible economics of competing with China's CXMT: what do you do when your competitor doesn't have to care about profit or loss? "They would need access to the global market. Technology-wise, they probably have really good technology. They're good. They're really good. DRAM is at a point where you're not really gonna squeeze out a lot more improvements over time. The gap especially within memory is very tight. The margins are very tight." "On the other hand,…