These modules consume more, have larger chips and higher latency, because Chinese factories are significantly inferior to Western companies in terms of technical processes. The same is with YMTC, which produces flash memory using increasingly outdated technical processes and tries to get by with all sorts of tricks. In the absence of comparable quality characteristics of their products, they have no choice but to dump, significantly reducing prices, but this only increases their market unprofitability and the demand for endless subsidies from the CPC. And this is a road to nowhere, until they fundamentally reach the level of the West in technology, which is not even close. The CPC can only hope that their regime will generate advanced human capital that will surpass the West in intelligence and creativity. Because there will be more and more serious problems with poaching from the West...
I don't think that in such a social environment they will be able to get such a wide layer of talented people who are ready to work for them, and not trying to escape from there at the first opportunity...