Chinese makers of DRAM modules, SSDs have a serious advantage over American and Taiwanese suppliers, says SMI SVP

"Foreign suppliers generally follow the highest-return opportunities and can allocate most of their supply to data centers," Duann said. "Chinese suppliers cannot do that in the same way because the government can provide guidance and encourage them to support certain local industries."

So, kind of? But it still might be a long time before we see any relief on the consumer electronics front.

I mean once China starts pumping stuff in volume, then it has translated into cheap consumer goods historically. I don't see why this would be different.

Even if they pump into the bubble, that would help the bubble pop faster.