Former Samsung boss predicts the memory crisis could be over next year thanks to Chinese RAM
… What's more, he warned that not only will memory supply increase, but demand could decline after 2028. …
… What's more, he warned that not only will memory supply increase, but demand could decline after 2028. …
… With its own DDR5 production, China will be able to reduce its reliance on overseas manufacturers and will be able to provide a stable supply to its domestic consumers. …
… At the same time, manufacturers are looking to increase HBM production capacities, since the technology is in dire need of clients like AMD and NVIDIA. …
… Limited GDDR6/7 supply will increase GPU memory costs, while NAND Flash prices may surge up to 75%, impacting SSD availability amid growing AI-driven demand. …
… For hoarders looking to sell memory at a high price, even a small slide backwards on price could cause big problems, as some of these sellers might start dropping prices to burn off excess stock while they can, which could lead to even more price drops as supply increases. …
… As HBM is one of the key ingredients for accelerators, and with export restrictions threatening to cut off HBM supply, China is naturally pouring resources into domestic development efforts. China has planned 200B USD in subsidies for home-grown semiconductors over the next five years. …
… We were also curious about the increases for SSDs using China’s NAND Flash newcomer YMTC. We previously covered YMTC in our Rise of Chinese Memory full-length documentary . Chinese SSDs YMTC – Price Comparison This is the same chart of 2TB drives, but with YMTC supply added. …
… Production of legacy standards like DDR3, DDR4, and LPDDR4 is already being scaled back, further tightening memory supply. Read more : RAM price increases and shortages have only just started, TeamGroup says The numbers paint a grim picture. …
… China’s FlipFET Design Despite various sanctions, China is not slowing down in semiconductor research and development. …