News Chinese memory maker could grab 15% of market in the coming years, stoking price wars

[Admin]

CXMT might already control 10% of the global DRAM market, according to Silicon Motion.

Chinese memory maker could grab 15% of market in the coming years, stoking price wars : Read more

 

[Notton]

Disruption in a cartel cornered market?
I'm interested.

 

[JRStern]

Ruh-roh.
With a little Chinese government subsidy, big ruh-roh, or at least the cartel has a new member.

 

[thestryker]

I imagine this is probably part of the effort for more home grown supply, but it could cut off a large chunk of the Chinese business which I'm sure the big three don't want. The only concern I have is the pricing being so low it's the subsidies making it happen. That's when it becomes dangerous for the overall market, but otherwise I don't particularly care about the memory source so long as the quality is where it needs to be.

 

[TheOtherOne]

Samsung (42.9%), SK hynix (34.5%), Micron (19.6%)
Nothing to worry about those first two or even the third one! That's not a "control" at all. 😬

 

[4m12020]

CXMT could not exist in the real world, losing 10s of billions of dollars and still undercutting larger competitors due to unlimited subsidies. If the rest of the world buys cheap chips from them, the innovators will soon either close up shop and DRAM scaling will become stagnant, or every DRAM maker will need to be subsidized forever and basically government owned.

 

[wzis]

In my mind, humans should help humans to make life more comfortable, not like the situation now trying to limit others when you have the power.

 

[magbarn]

CXMT could not exist in the real world, losing 10s of billions of dollars and still undercutting larger competitors due to unlimited subsidies. If the rest of the world buys cheap chips from them, the innovators will soon either close up shop and DRAM scaling will become stagnant, or every DRAM maker will need to be subsidized forever and basically government owned.

Memory cartel hasn't exactly been innocent either.