Chinese DDR5 RAM: Is This the Solution to Crazy Memory Prices?

[Fred Chen]

CXMT is providing decent DDR5, although the notorious price drop from some weeks ago is now no longer the case.


The DDR5 nightmare hasn't eased yet, but today we're checking out an option that might be viable for anyone who needs to get their hands on some memory.

As we're all painfully aware by now, the cost of DDR memory shot up rapidly late last year. This hit consumer-grade DDR5 especially hard, with prices tripling in just a few short months. The trigger behind this surge was OpenAI, which through its AI-powered ambitions struck deals with Samsung and SK hynix to buy up a significant portion of their capacity for producing HBM, or high-bandwidth memory.

https://www.techspot.com/review/3089-ddr5-made-in-china/

 

[tonyget]

Not before 2030 I would say. CXMT's production capacity at the moment is nowhere near that of Samsung or SK Hynix，thus it wouldn't disturb the market

 

[Fred Chen]

Not before 2030 I would say. CXMT's production capacity at the moment is nowhere near that of Samsung or SK Hynix，thus it wouldn't disturb the market

Indeed, the quickly rising prices indicate that their supply is still low.

 

[bilau]

Not before 2030 I would say. CXMT's production capacity at the moment is nowhere near that of Samsung or SK Hynix，thus it wouldn't disturb the market

They don't have to have similar capacity to have impact, all they need is enough capacity to cover the un-met demand.

They totally destroyed the (DDR4) market two, three years ago which flushed all of the big three out of DDR4.

But I think they are also diverting a lot of bits to build HBM for local GPUs.

 

[siliconimist]

It's a good point @bilau , you don't have to have a very significant portion of a market to crash it.