I bet the Chinese simply can't believe how easy the US make it for them to surpass them.
this post was submitted on 22 May 2026
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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
Yay China? I guess?
Will they be any good?
If it isn't, it'll at least be cheaper