News China's CXMT begins producing DDR5 memory — first China-made DDR5 sticks reportedly aimed at consumer PCs

[Admin]

China-based CXMT has reportedly started to mass produce DDR5 memory and ship it to third-party module makers.

China's CXMT begins producing DDR5 memory — first China-made DDR5 sticks reportedly aimed at consumer PCs : Read more

 

[phead128]

This article reads like a propaganda article by the memory cartel. Lower DDR5 prices is bad for consumers? No, that's bad for monopoly memory cartel which have been proven for fixing prices to keep high profits. More supply and competition is good for consumers, only the memory cartel will whine about "dumping" chips because they can't fix high prices anymore, and afraid of foreign competition.

 

[Furbo]

Sounds like all journalists care about CEOs and their precious profits lol.

 

[pug_s]

This article reads like a propaganda article by the memory cartel. Lower DDR5 prices is bad for consumers? No, that's bad for monopoly memory cartel which have been proven for fixing prices to keep high profits. More supply and competition is good for consumers, only the memory cartel will whine about "dumping" chips because they can't fix high prices anymore, and afraid of foreign competition.

Agreed. CMXT don't produce as much ddr5 memory compared to SK Hynix and Samsung so it won't be much of a competition. It is more likely that this memory produced will be used domestically and companies barred from buying foreign memory like Huawei.

 

[usertests]

This article reads like a propaganda article by the memory cartel. Lower DDR5 prices is bad for consumers? No, that's bad for monopoly memory cartel which have been proven for fixing prices to keep high profits. More supply and competition is good for consumers, only the memory cartel will whine about "dumping" chips because they can't fix high prices anymore, and afraid of foreign competition.

Consumers should be wary of Chimory quality, But if it reduces China's demand for Micron/Samsung/etc. DDR5, that is also good for the consumer.

 

[thestryker]

This article reads like a propaganda article by the memory cartel. Lower DDR5 prices is bad for consumers? No, that's bad for monopoly memory cartel which have been proven for fixing prices to keep high profits. More supply and competition is good for consumers, only the memory cartel will whine about "dumping" chips because they can't fix high prices anymore, and afraid of foreign competition.

read the last paragraph of the article?

In any case, the production of DDR5 memory by a Chinese DRAM maker could have a profound effect on the market. If CXMT takes market share away from Micron, Samsung, and SK hynix in China, those companies will be forced to redirect their DDR5 output elsewhere, increasing competition and driving down prices. This would be good news for end users but bad news for the DRAM maker oligopoly that has enjoyed an unspoken truce of sorts that largely avoids price wars.

 

[thestryker]

The only negative to this I see is if they put out high volumes at overly low prices (aka being subsidized to do so). The rush to the bottom pricing wise has already led to there being only 3 major memory and hard drive manufacturers. The last thing anyone should want is even worse availability or market consolidation.

I think this most likely is a play for the Chinese market which will have an impact on volume for the major players but won't impact their pricing capability long term. It seems like right now most of the profit is in HBM with GDDR and LPDDR next up. DDR5 has generally been trending the right direction and now the question is how long the CUDIMM premium will last.