by someperson
11 subcomments
- As a outside observer, NAND and DRAM prices have skyrocket ed with the AI infrastructure boom just as the China-based fabs are coming online.
It is wise for these Chinese fabs to eventually use a very aggressive dumping strategy to price well below cost push out other players forever, especially in DRAM.
But right now it seems they can max out their supply capacity without selling below cost.
Appears to me like China's endless state led (often unproductive) investment in semiconductor manufacturing subsidies (for decades) is about to pay off with some industry dominance soon.
Like the electric vehicle sector.
by yanhangyhy
2 subcomments
- Whenever China is mentioned, it's always about government subsidies, as if Samsung didn't receive government subsidies when it was developing
by decryption
1 subcomments
- That explains the cheap DDR4 DIMMs on AliExpress. Can get 2x 16GB DDR4-3200 DIMMs for A$252 delivered to Australia. A local PC store has same spec “name brand” RAM for around $380-$400.
https://a.aliexpress.com/_mssanU1
by 7777777phil
1 subcomments
- DDR4 going from $1.35 to $11.50 in a year shows this market was already distorted before CXMT showed up.
Legacy DRAM is still over half of Samsung and SK hynix's production capacity. That's where the volume pain actually lands while they're betting everything on HBM4.
- Also moving into HBM:
> CXMT is in the process of converting wafer capacity equivalent to about 20 percent of its total DRAM output — some 60,000 wafers per month — at its Shanghai plant to the fourth-generation HBM3 chip production
by walterbell
0 subcomment
- https://wccftech.com/apple-eyeing-a-partnership-with-chinese...
Apple has planned to explore cooperation with Chinese memory chip manufacturers Yangtze Storage (YMTC) and Changxin Storage (CXMT) to strive for more favorable supply contracts [from the big three]
- This feels like a classic business blunder. Focus hard on a single business segment, leaving an opening in the market for your competitors. Not because it wasn't profitable, but because it wasn't profitable enough for you, right now. Only downside is that now you've created an opening for a new player in the market.
This feels like a short coming of western business/stock market thinking. Focusing on profit within the next few quarters, and not caring about the longer term consequences. For all it's flaws and shady business practises at least China can think beyond a single fiscal year.
by WarOnPrivacy
1 subcomments
- Everyone here wants to be able to buy RAM at a reasonable price again.
After reading articles about CXMT and repeatedly reviewing the comments here - my take is there's nothing in play that will lead to reasonably priced RAM anytime soon.
If I'm wrong please illuminate us. We could use some hope.
by yellowapple
3 subcomments
- > the average fixed contract price of PC DRAM DDR4 8Gb stood at $11.50
If that's the case, then why are the cheapest options I can find online multiple times that much?
- I was wondering when people would find out about CXMT. I wish them luck and hope the US doesn't sabotage them. We need diversity and competition right now.
- Back in the 1990’s everyone had to have a unix workstation for unclear reasons (why not run Linux for < 10% the cost?).
There were crazy bubble economics schemes that meant doomed startups got unix boxes for free.
When the bubble popped, the workstation vendors hit a triple whammy: Inferior $/perf, unlimited used inventory at low prices, and an economic downturn.
The same exact thing is happening now, except the hardware is being jammed into data center models.
Anyway, when the bubble pops, people making affordable consumer stuff will be fine (like this CXMT company).
People that went all-in on firing all non-hyperscaler customers (like micron/crucial) will find they’re building the wrong chips for end-user devices, there is no server market anymore (for a few years), and they have a total addressable market of maybe 1000 distressed companies, globally.
I predict the people making these decisions and destroying their companies to juice Q2 2026 financial outlook numbers will genuinely be surprised when the bankruptcies start.
- This is good news. The price you pay for jacking up your prices is losing market share.
Once established, the Chinese vendors will retain most the market share if the quality is ok. The SK/JP vendors are making a big mistake.
- Awesome. Hopefully storage is next.
- Has DDR5 caught up to DDR4 latency yet? I remember it was worse at least in the beginning. There's more bandwidth per channel but a hw design can always add more channels for the desired BW. Not so for latency.
by tonetegeatinst
0 subcomment
- More competition is always good
- This is just marketing. Why would you sell at 50% of market rate? Chinese production of NAND and DRAM is not significant, it's single digit %
by ThrowawayTestr
1 subcomments
- This decade is going to end with Chinese dominance in everything. Trump and AI handed them everything they need on a platter.
- Great moment to break into the market if you're willing to forfeit profits
by DoctorOetker
3 subcomments
- Is there a reason GPU's don't use insane "blocks" of sdcard slots (for massively parallel io) so the model weights don't need to pass through a limited PCI bus?
- The cure for high prices is high prices.
- Still no confirmation if CXMT or YMTC actually removed from entity list, until then this is jus cheap domestic inputs.
- Good news. Now we need Chinese manufacturers of DDR4 chipsets and motherboards.
by WhereIsTheTruth
0 subcomment
- Flashbacks incoming
https://www.latimes.com/archives/la-xpm-1987-03-28-mn-698-st...
by globemaster99
0 subcomment
- Most of the westerners and Americans got no idea about What they are talking.
Chinese economy is a carefully engineered financial and industrial capitalism, that focuses on what real people need in the real world.
American oligarchy really focus on financial engineering with profits on stock prices and quarterly profits.
by trash_cat
1 subcomments
- Geopolitics and industrial policty aside, I think it's important to check how stable and reliable these chips are. I wouldn't count on them being on par with "western" ones. Correct me if I am wrong here.
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