China has DRAM domestic production and their stuff is okay. Like other DRAM manufacturers their profits shot past the Moon since 2025.

CXMT is the biggest of them. As far as costumer products are concerned, their only limit is that they can't make 32GB RAM DDR5 sticks.

Their density caps at 20GB RAM per stick. Nobody cares if they can flood the foreing market at 2025 prices ( which they can't at the moment ).

The USA is, of course, constantly trying to keep CXMT from developping. The US government is banned from doing buisness with them or buying their products, and they were added to the list of "military-linked" China companies ( as if there was a single Chinese company that isn't indirectly funding China's military ).

Regardless, if they can supply the world minus the USA, this still increases overall supply everywhere.

Something of concern is that CXMT is opening a new high-bandwith-memory fab, so all that production goes straight to AI datacenters.

China had DRAM domestic production and their stuff is okay. Like other DRAM manufacturers their profits shot past the Moon since 2025.

CXMT is the biggest of them. As far as costumer products are concerned, their only limit is that they can't make 32GB RAM DDR5 sticks.

Their density caps at 20GB RAM per stick. Nobody cares if they can flood the foreing market at 2025 prices ( which they can't at the moment ).

The USA is, of course, constantly trying to keep CXMT from developping. The US government is banned from doing buisness with them or buying their products, and they were added to the list of "military-linked" China companies ( as if there was a single Chinese company that isn't indirectly funding China's military ).

Regardless, if they can supply the world minus the USA, this still increases overall supply everywhere.

Something of concern is that CXMT is opening a new high-bandwith-memory fab, so all that production goes straight to AI datacenters.