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Memory prices tipped to fall as China starts flooding the market with DRAM and NAND chips (www.techspot.com)

submitted 20 hours ago by sanitation@lemmy.radio to c/homelab@selfhosted.forum

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[–] omgboom@lemmy.world 20 points 18 hours ago

This is from a friend who is deeply involved in the RAM business, he splits his time between SF and China.

The facts are 80% correct but the conclusion is 100% wrong

CXMT is ~8% WW market share for DDR5. They DONT have 64Gb or even 32Gb. They just now have 16 and 24Gb. Sampling 8000 but majority of volumes are 5600 Mbps.

Their fab in Anhui is about 85% occupied so they really can’t grow that much more.

So saying they’re going to flood the market is wrong.

Bit demand is crazy right now. Something like 30% YoY demand growth for only 10% supply growth.

Something even if CXMT expands to all 100% and goes from 16Gb mainstream to 32Gb mainstream you’re barely looking at filling the gap