… However, one of the major factors hindering the likes of CXMT from supplying DRAM chips to mainstream manufacturers is US legislation, and it appears this could be a major problem in the near future. …
… Related Story Another Chinese DRAM Maker Breaks Into DDR5 Memory, Mass Producing 64GB RDIMMs as Samsung and SK Hynix Run Dry For those unaware, KingBank is known for integrating CXMT's DDR5 modules into its consumer offerings. …
… CXMT has been a key figure in the DRAM industry, especially during periods when global memory supply is under massive constraint, driven by hyperscaler/enterprise demand. …
… However, one of the major benefits of this is an improved reputation for Chinese companies, given that, as we discussed previously, major PC manufacturers are now in contact with both CXMT and YMTC to find prospects for securing DRAM and NAND supply contracts. …
… This is due to the drastic reduction in DRAM production that was implemented to combat the lack of demand a few years ago . And now, as Samsung mentions, if DRAM companies invest heavily in increasing capacity, it could eventually lead to an 'oversupply' situation once the AI hype fades out. …
… CXMT's Capacity Shift Towards HBM Does Put the Idea of "Cheaper" Consumer Memory Under Threat Given how competitive the DRAM industry has become in recent times, it has opened up newer opportunities for Chinese memory manufacturers like CXMT. …
… For comparison, OpenAI's Stargate project alone is expected to utilize 900,000 DRAM wafers per month, accounting for at least 40% of the total supply at current levels. …
… Just last month, both CXMT and YMTC were removed from The Pentagon’s restricted companies list , ultimately opening several doors for companies like Apple to form partnerships for NAND and DRAM supply. …
… On one end, supply chain reports indicate that DRAM demand is here to stay, yet retail paints a different picture. …
… Related Story SuperMicro Allegedly Smuggled $2.5B in NVIDIA Chips to China With Fake Servers, and Somehow Thought Nobody Was Watching The strict payment requirements underscore the delicate balancing act Nvidia faces as it attempts to capitalise on surging Chinese demand while navigating regulatory… …