Chinese DRAM Maker CXMT Cuts DDR4 Prices by Half, Pressuring Korean Memory Giants
By
phront
A second-rack bagel that's nearly first-rack. Tasty stuff.
Summary
Chinese DRAM manufacturer CXMT is offering older-generation DDR4 memory chips at roughly half the market price, creating competitive pressure on South Korean memory giants Samsung and SK hynix. While the Korean companies focus on the high-end HBM4 (sixth-generation high-bandwidth memory) race, Chinese rivals are gaining ground in legacy markets. This price-cutting strategy raises concerns about Korea's exposure to legacy memory markets as Chinese manufacturers like CXMT and YMTC expand their presence in both DRAM and NAND flash markets.
Key quotes
· 4 pulledChina's top DRAM manufacturer CXMT has been offering older-generation DDR4 chips at about half the prevailing market rate.
Samsung Electronics and SK hynix are locked in a race to mass-produce sixth-generation high-bandwidth memory, but Chinese rivals are making gains elsewhere.
The move comes as Chinese memory manufacturers expand their presence in both DRAM and NAND flash markets.
CXMT halves DDR4 prices as YMTC gains ground in NAND, raising concerns over Korea's legacy exposure.
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