Chinese DDR5 RAM: Is This the Solution to Crazy Memory Prices?

[Fred Chen]

CXMT is providing decent DDR5, although the notorious price drop from some weeks ago is now no longer the case.

https://www.techspot.com/review/3089-ddr5-made-in-china/

 

[tonyget]

Not before 2030 I would say. CXMT's production capacity at the moment is nowhere near that of Samsung or SK Hynix，thus it wouldn't disturb the market

 

[Fred Chen]

Not before 2030 I would say. CXMT's production capacity at the moment is nowhere near that of Samsung or SK Hynix，thus it wouldn't disturb the market

Indeed, the quickly rising prices indicate that their supply is still low.

 

[bilau]

Not before 2030 I would say. CXMT's production capacity at the moment is nowhere near that of Samsung or SK Hynix，thus it wouldn't disturb the market

They don't have to have similar capacity to have impact, all they need is enough capacity to cover the un-met demand.

They totally destroyed the (DDR4) market two, three years ago which flushed all of the big three out of DDR4.

But I think they are also diverting a lot of bits to build HBM for local GPUs.