The DRAM memory industry is facing a profound structural transformation. Until October 2025 the price of memory chips evolved in a relatively stable way, but from that moment on began a dizzying climb which still continues. In fact, the consultant TrendForce expects the price of conventional DRAM to rise between 58% and 63% quarter-on-quarter before the expiration of the second quarter of 2026. And the artificial intelligence (AI) is behind all this.
The three largest chip manufacturers of memory on the planet, the South Korean companies SK Hynix and Samsung Electronics, and the American Micron Technology, They have reallocated about 70% of its production lines to high-bandwidth memories (HBM) to satisfy the currently insatiable demand of data centers specialized in AI.
The consequences of this movement did not take long to appear: standard DDR4 and DDR5 memories and their derivatives, which are the most used in the consumer segment, immediately began to become scarce. And its price skyrocketed. In fact, according to the consulting firm GartnerRAM has gone from representing 16% of the total cost of a laptop to 23%. And it is possible that this escalation will continue to develop in the coming months. However, users can cling to the greatest stabilizing agent in the memory market today: Chinese manufacturers.
This is the great opportunity for YMTC and CXMT
Yangtze Memory Technologies Co. (YMTC) is one of the largest NAND chip manufacturers in China. Its global market share is approximately 13%making it one of the main competitors of Samsung, SK Hynix, Micron, Kioxia or SanDisk. Its weight in the Chinese market is very great, especially because US sanctions They prevent American and South Korean memory manufacturers from selling their most sophisticated integrated circuits to their Chinese customers.
On the other hand, Changxin Memory Technologies (CXMT) is one of the Chinese companies specialized in the production of memory chips, and, like other companies in the country led by Xi Jinping, it has chosen to compete in this very attractive market by deploying a very aggressive pricing policy. CXMT in particular has increased its DRAM chip production capacity almost five times during the last four years, which has allowed it to increase its global market share until reaching a very worthy 7.6%.
CXMT has chosen to compete in this very attractive market by deploying a very aggressive pricing policy.
While large foreign manufacturers maximize their margins thanks to data centers and the rise of AI, Chinese manufacturers prioritize sourcing from local companies. This scenario allows the supply and prices of memory and NAND chips in China to remain relatively stable, remaining outside the strong premiums charged by the big three (Samsung, Micron and SK Hynix).
This is the context in which the Chinese memory module brands Gloway and KingBank have recently announced new DDR5 modules that stand out for using SDRAM memory chips made in China. With a standard configuration of eight chips per module, these companies can produce 24 GB modules and group them into kits of two or four modules to achieve capacities of 48 GB or 96 GB, respectively.
Chinese memory chips, particularly those from CXMT, have already begun to spread beyond China’s borders. Corsair has already integrated them into some kits of its Vengeance line, while HP and Dell have begun the process of homologating modules with CXMT chips for their products. This is good news for users, there is no doubt. Even so, we still don’t know if the use of CXMT DRAM will become widespread in response to AI-induced shortages. The market demands new players, wherever they come from, and if YMTC and CXMT are able to fill the gaps left by Samsung, Micron and SK Hynix, they are welcome.
Image | Intel
More information | Tom’s Hardware
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