CHINESE MEMORY IS NO LONGER THE CHEAP ALTERNATIVE China’s largest DRAM maker, CXMT, is reportedly charging more than Samsung’s r
CHINESE MEMORY IS NO LONGER THE CHEAP ALTERNATIVE China’s largest DRAM maker, CXMT, is reportedly charging more than Samsung’s roughly $1,240 price for comparable 64GB DDR5 server memory modules. CXMT spent years competing as a cheaper, state-backed alternative. Now, AI data-center demand has tightened conventional memory supply, while Beijing has steered state-owned buyers toward domestic suppliers. The company generated $7.5 billion in Q1 revenue, up 719% year over year, and is preparing to debut in Shanghai following an $8.6 billion IPO. New factories could more than double production capacity to over 600,000 wafers per month.
CHINESE MEMORY IS NO LONGER THE CHEAP ALTERNATIVE China’s largest DRAM maker, CXMT, is reportedly charging more than Samsung’s roughly $1,240 price for comparable 64GB DDR5 server memory modules.
CXMT spent years competing as a cheaper, state-backed alternative.
Now, AI data-center demand has tightened conventional memory supply, while Beijing has steered state-owned buyers toward domestic suppliers.
The company generated $7.5 billion in Q1 revenue, up 719% year over year, and is preparing to debut in Shanghai following an $8.6 billion IPO.
New factories could more than double production capacity to over 600,000 wafers per month.