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Showing top 55 results for "Chinese DRAM supply"

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The U.S. Moves Once Again to Ban Chinese Memory; CXMT & YMTC Could Soon Be Banned from Several Government Devices

… 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. …

Mar 2, 2026 · Muhammad Zuhair

Say Goodbye to the Idea of Chinese RAM Being Cheap; 32GB DDR5 Modules Now Retail for Over $500 as Local Prices Catch Up Globally

… 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. …

Feb 22, 2026 · Muhammad Zuhair

CXMT & YMTC Removed From Pentagon’s ‘Restricted Companies’ List, Opening Door For Chinese DRAM & NAND Adoption in Consumer Products

… 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. …

Feb 13, 2026 · Muhammad Zuhair

Supply chain challenges risk delaying Nvidia's Rubin GPUs

… The decision meant Nvidia could sell its older, but still potent H200 accelerators to Chinese customers for the first time. …

Apr 8, 2026 · Tobias Mann

Two of the Biggest DRAM Suppliers Are Skeptical About Increasing Production as They Eye "Long-Term" Profitability

… 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. …

Dec 1, 2025 · Muhammad Zuhair

SK Hynix to Boost DRAM Production by a Whopping Eight Times Next Year, But It Still Won’t Be Enough to Ease the Ongoing Memory Shortage

… 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. …

Nov 21, 2025 · Muhammad Zuhair

Apple To Follow A Diplomatic Approach As It Looks To Source Superior NAND Chips From China’s YMTC For iPhones Sold Domestically While Avoiding U.S. Backlash

… 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. …

Mar 28, 2026 · Omar Sohail

Chinese Memory Vendors Are Claiming to Be "Doomed", Tossing Aside Stockpiled DDR Modules as Dropping Prices Cause Panic

… On one end, supply chain reports indicate that DRAM demand is here to stay, yet retail paints a different picture. …

Apr 2, 2026 · Muhammad Zuhair

Fearing Sudden Pullouts and Policy Shocks, NVIDIA Makes H200 AI Chip Sales to Chinese Customers Pay-First, With Zero Room for Refunds

… 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… …

Jan 8, 2026 · Muhammad Zuhair

SK Hynix Warns DRAM Supply Growth Will Lag Demand Through 2028

… 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. …

Dec 13, 2025 · Sarfraz Khan

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