… 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. …
… 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. …
… 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. …
… On one end, supply chain reports indicate that DRAM demand is here to stay, yet retail paints a different picture. …
… SK Hynix's Internal Analysis Suggests a Constrained Commodity DRAM Supply Through 2028, Making it Difficult to Fulfill the Demand The mainstream PC market is bracing for a prolonged memory supply-demand imbalance, which is reportedly going to exist throughout 2028. …
… Second, major Chinese players such as YMTC are currently moving more of their production towards DRAM, leaving NAND's supply relatively constrained. …
… Related Story Another Chinese DRAM Maker Breaks Into DDR5 Memory, Mass Producing 64GB RDIMMs as Samsung and SK Hynix Run Dry The move by the state-backed chipmaker underscores China's growing urgency to boost its capability to manufacture advanced chips after the U.S. expanded export controls in De… …
… Related Story Chinese Memory Makers Accelerate DDR5 Development, Reaching 8000 MT/s DRAM Speeds As They Near Samsung, SK Hynix & Micron Levels Q. Why has G.SKILL DRAM memory prices increased so much recently since 2025 Q4 ? …