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DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

“Framework Adjusts Pre-Order Configurations After 100%+ LPCAMM2 Price Increase​

by Cpt.Jank Today, 09:35 Discuss (5 Comments)
Framework recently published a pricing update regarding some of its Laptop 13 Pro SKUs, confirming that it has been subject to an unexpected 100%+ price increase for LPCAMM2 modules, which has meant that Laptop 13 Pro prices have had to increase in order to cover increased costs. Framework says that the price increase "goes far beyond anything we had predicted and anything we're able to absorb without placing our ability to operate at real financial risk."

One issue that has repeatedly come up in the Framework community on Reddit, for instance, is that the company has effectively gone back on a promise it made when it announced the Laptop 13 Pro. At launch, Nirav Patel, Framework's CEO, stated that "we are going to honor any existing pricing for any pre-order that gets placed on our website...that's not to say that we're not going to end up changing prices in the future for new orders, but we're not going to go back and change prices for orders that anyone's ever actually placed already."“
 

"CXMT Reportedly Outprices Samsung for DDR5 Server Memory Amid Surging Demand​

by Nomad76 Today, 16:46 Discuss (1 Comment)
CXMT, the world's fourth-largest DRAM maker, is now reportedly charging more for its 64 GB DDR5 server RDIMM modules than Samsung, which is already asking $1,240 per unit. The numbers come from Reuters and flip the script on what most people assumed about CXMT, that it would undercut Samsung, SK Hynix, and Micron on price. As we reported previously, CXMT's edge was never really about price. It was about supply availability at a time when demand was consuming everything that Samsung, SK Hynix, and Micron could provide. That demand has since surged roughly tenfold, and CXMT is now under the same pricing pressure as everyone else. The situation was so serious that, reportedly, this year, some Chinese electronics firms filed complaints with China's Ministry of Industry and Information Technology. The companies complained over price hikes from both CXMT and YMTC, claiming the increases were delaying product launches.

CXMT is also building two new plants in Shanghai and Hefei, and is involved with ongoing talks about a third fab. When those two fabs start production, CXMT's monthly wafer output will pass 600,000. That is more than doubling current capacity and the Chinese company could match Micron this year and possibly overtake it by 2030 if plans stay on track. Financially, CXMT reported Q1 2026 revenue of about RMB 50.8 billion (~$7.5B), up 719% year over year, with net profit rising over 1,200%. The company is forecasting first-half 2026 revenue of RMB 110-120 billion ($16-$17.7 billion), representing growth of over 600% compared to the same period last year. A historic IPO is also in the works alongside the fab expansion push. CXMT currently holds around 8-10% of the global DRAM market, behind Micron at 24%, SK Hynix at 29%, and Samsung at 36%."
 
Yep, they have open order queues, where the others are bought up for months. So of course they are going to charge more, at least until they have a decent number of customers lined up.

Hopefully for their (the customers') sake, they actually deliver good product.
 
erek said:

"CXMT Reportedly Outprices Samsung for DDR5 Server Memory Amid Surging Demand​

by Nomad76 Today, 16:46 Discuss (1 Comment)
CXMT, the world's fourth-largest DRAM maker, is now reportedly charging more for its 64 GB DDR5 server RDIMM modules than Samsung, which is already asking $1,240 per unit. The numbers come from Reuters and flip the script on what most people assumed about CXMT, that it would undercut Samsung, SK Hynix, and Micron on price. As we reported previously, CXMT's edge was never really about price. It was about supply availability at a time when demand was consuming everything that Samsung, SK Hynix, and Micron could provide. That demand has since surged roughly tenfold, and CXMT is now under the same pricing pressure as everyone else. The situation was so serious that, reportedly, this year, some Chinese electronics firms filed complaints with China's Ministry of Industry and Information Technology. The companies complained over price hikes from both CXMT and YMTC, claiming the increases were delaying product launches.

CXMT is also building two new plants in Shanghai and Hefei, and is involved with ongoing talks about a third fab. When those two fabs start production, CXMT's monthly wafer output will pass 600,000. That is more than doubling current capacity and the Chinese company could match Micron this year and possibly overtake it by 2030 if plans stay on track. Financially, CXMT reported Q1 2026 revenue of about RMB 50.8 billion (~$7.5B), up 719% year over year, with net profit rising over 1,200%. The company is forecasting first-half 2026 revenue of RMB 110-120 billion ($16-$17.7 billion), representing growth of over 600% compared to the same period last year. A historic IPO is also in the works alongside the fab expansion push. CXMT currently holds around 8-10% of the global DRAM market, behind Micron at 24%, SK Hynix at 29%, and Samsung at 36%."
Click to expand...
Did anyone truly expect anything else? SUPPLY and demand. If you have the supply and can fulfill orders when there are open POs all over the world.....you can name your price.
 
LukeTbk said:
That underrate the global economy size, 118 trillion in nominal (https://data.worldbank.org/indicator/NY.GDP.MKTP.CD), way more in PPP, should be around 140 trillion by 2030. If the strangely could be high worker productivity gain observed in the USA since ~2023 to the public become global, could be more than that.

Eat 1% of it and it would be 1.4 trillion a year, current datacenter build out in the world is around 765 billions according to Goldman Sachs, would AI build out reach 2% of gdp globally like Internet infracstructure build out did in the US that would be 2.8 trillion a year, 5-6% like railroads did in their time, 7-9 trillions.
Click to expand...
Global GDP gains about 3% average or about ~3.5T a year. Eating GDP isn't sustainable economically. This is just a supply demand law. So you have to GROW it. And of the 3.5T, I don't see AI taking that much of the growth.
 
FrgMstr said:
Did anyone truly expect anything else? SUPPLY and demand. If you have the supply and can fulfill orders when there are open POs all over the world.....you can name your price.
Click to expand...
No, but at the same time the big 3 haven't increased supply, which supply demand dictates despite price increases.

https://www.trendforce.com/presscenter/news/20260601-13070.html
https://economictimes.indiatimes.co...ure-outpaces-supply/articleshow/132365529.cms

The only supply increase is for future years.

So I would HOPE that a Chinese would at least try to seize the moment and increase supply, which helps to eventually put downward pressure on prices.
 
1.1.2.3.5... said:
No, but at the same time the big 3 haven't increased supply, which supply demand dictates despite price increases.

https://www.trendforce.com/presscenter/news/20260601-13070.html
https://economictimes.indiatimes.co...ure-outpaces-supply/articleshow/132365529.cms

The only supply increase is for future years.

So I would HOPE that a Chinese would at least try to seize the moment and increase supply, which helps to eventually put downward pressure on prices.
Click to expand...

Yet when they do make moves that would increase capacity/supply they have to put up with people then trying to stop them - damned if you do damned if you don't

https://www.syracuse.com/micron/202...r-massive-chip-plant-project-in-new-york.html

https://perfectingequilibrium.substack.com/p/after-4-years-of-checking-trees-for

1784932862206.png
 
1.1.2.3.5... said:
Global GDP gains about 3% average or about ~3.5T a year. Eating GDP isn't sustainable economically. This is just a supply demand law. So you have to GROW it. And of the 3.5T, I don't see AI taking that much of the growth.
Click to expand...
Not sure it need too, if 10 trillion of the economy that was not using AI is now using it instead it can finance its build out in part, but yes you need to grow and capture the usual ratio of that part ideally.

If GDP growth by 1.2% faster in the next 12 years because of AI than otherwise, say 3.7% composed instead of 2.5%, it is an 183 trillion economy instead of 159 trillions, capture the usual 30% of the gain and that 7.2 trillion a year, enough to finance the 7 trillion build out (that people laughed about when Altman came up... but look about what going to happen) in just a single year, without counting how much of the old economy now run on AI.

Not that a 1.2% impact is not giant, it is giant of course and we should not undersell how ambitious it is, but we often (I heard wendel talk about boosting the GDP by 1,000% with AGI to make it work and so on) do not realize how big just 1-2% of GDP a year really is and world changing it is over a decade with composite, it is a adding about whole current day China economy in the world each 1% boost the next decade.

There is no need for the all the economy or giant GDP claim, ~1% gdp gain would more than make it work... but at the same time we should not understand how giant that is.

1.1.2.3.5... said:
No, but at the same time the big 3 haven't increased supply, which supply demand dictates despite price increases.
Click to expand...
They immediably increased supply in 2024-2025 by pushing the current supply chain to the max all the time and by the reaction to the ~2021 demand coming upline now (many were paused in 2023 crash but had ground started for them ready to go).

1194035_ges2F5cdcbeda-96ec-45ed-b1c7-d79f6d9901e0_984x644.png


2026 bits to be delivered getting close to what they delivered in 2022/2023, despite the HBM shift eating yield.
 
Micron urges White House to reject Apple's blacklist memory plan

In June, Apple petitioned the Trump administration to allow it to buy Mac RAM chips from a supplier blacklisted in the United States. Now, a U.S. memory producer has urged President Trump not to give in to Apple's request.

According to the Wall Street Journal on Friday, Micron lobbied the White House on the matter. Micron CEO Sanjay Mehrota and others met with Commerce Secretary Howard Lutnick and others, saying the move to allow sales from blacklisted Chinese companies to U.S. tech companies will be incredibly harmful.

To Micron, it believes that permitting such sales would harm the U.S. tech manufacturing industry in the same way that China decimated U.S. steel and manufacturing plants
Click to expand...
 
MrGuvernment said:
As in "do not let them cut into our price fixing and screwing consumers like we have for decades..." same things as the push to ban AI models...
Click to expand...
Our regulators may perhaps treat this as a broader scope of "national security threat", "in the interest of public safety", "maintain economic stability", "consumer protection" and other crazy s*t excuses that they can think off for the benefit of a few, lol.
 

"RAM thieves in China jailed after looting a string of eSport hotels — stole 16 sticks worth $2,000 in 'frenzied hotel room-dismantling'​


RAMpocalypse pricing spurs petty theft.


A man by the name of Li and his partner by the name of Cheng have been arrested for a string of RAM stick thefts from various hotels in China where gaming PCs are standard room equipment. This was a pretty small-time operation, with a total of ~ 13,200 yuan (about $1,950) raised by selling 16 stolen RAM sticks on the second-hand goods market. However, the source describes the accused thieves as purveyors of "frenzied hotel room-dismantling" (machine translation).

According to the report, Li began his tech treasure crime spree in May, in Shihezi City, Northern Xinjiang. After checking into an eSports hotel, the light-fingered Li couldn’t resist plucking a pair of RAM sticks from the in-room computer. The solo RAM thief’s initial success spurred him to recruit a partner, and in the second two weeks of May, the dynamic RAM duo of Li and Cheng swept through multiple hotels in the aforementioned “frenzied” fashion."

https://www.tomshardware.com/pc-com...h-usd2-000-in-frenzied-hotel-room-dismantling
 
1.1.2.3.5... said:
No, but at the same time the big 3 haven't increased supply, which supply demand dictates despite price increases.

https://www.trendforce.com/presscenter/news/20260601-13070.html
https://economictimes.indiatimes.co...ure-outpaces-supply/articleshow/132365529.cms

The only supply increase is for future years.

So I would HOPE that a Chinese would at least try to seize the moment and increase supply, which helps to eventually put downward pressure on prices.
Click to expand...

Increasing memory supply isn’t that easy. It’s not like flipping a switch. It requires an increase in fab capacity, which takes time and is capital intensive. Memory manufacturers have been burned in the past by increasing capacity only to be met with crashing prices. They want assurances the price will remain high if they’re going to invest the billions of dollars required to materially ramp up production, assurances they don’t have since no one is sure at which point the hyperscalers will decide they have sufficient capacity and will begin to slow down their buildout. Significantly building supply is a huge risk for them since the current memory boom might not last. That said, they have pushed their current manufacturing capacity to the max, and they have announced expansion plans, but it takes time.

Chinese companies like CXMT will be more willing to take that step for a few reasons:

1) They’re a new entrant into the market and need to establish themselves as a player in order to be able to compete with the incumbents. To do that, they need as many customers as possible now to start building reputation and trust.

2) I have no doubt they’re getting support for the CCP, since the CCP has a record of pouring money into industry champions in an effort to distort the market so they can dominate what they view as strategic industries. It’s the same reason Chinese EVs and solar panels are remarkably cheap. It’s also a big reason Huawei put Nortel out of business. They were able to bid on cell infrastructure at artificially low prices because the CCP would top them up. Western companies generally are left to compete (albeit, we’ve seen this beginning to change recently with US government involvement in companies like Intel).
 
LukeTbk said:
They immediably increased supply in 2024-2025 by pushing the current supply chain to the max all the time and by the reaction to the ~2021 demand coming upline now (many were paused in 2023 crash but had ground started for them ready to go).

1194035_ges2F5cdcbeda-96ec-45ed-b1c7-d79f6d9901e0_984x644.png


2026 bits to be delivered getting close to what they delivered in 2022/2023, despite the HBM shift eating yield.
Click to expand...
https://www.futuresource-consulting...s-shipments-fall-to-historic-lows-in-q1-2026/
https://dramwatch.com/

The chart you uploaded shows smooth, monotonic bit growth from 2022 → 2027 for both supply and demand. That is model-based projection, not observed production.

Actual 2024–2026 conditions contradict that projection:
  • Wafer starts for DRAM have not increased meaningfully.
  • Bit growth has been suppressed by node migration delays and HBM reallocation.
  • Suppliers intentionally cut DRAM output to stabilize pricing after the 2023–2024 oversupply crash.
  • Demand is shifting toward HBM, not traditional DRAM, breaking the historical “bit growth curve.”
There is a lawsuit and in discovery we will see what's true. Until then, everything I see says you're completely wrong. Not just on memory, but on your assumptions about global GDP market capture and that is without even going into the macro concepts these assumptions break. This is not an interesting debate because it isn't grounded in facts or logic.
 

“Chinese CXMT DRAM doesn't look like the budget savior many were expecting — new modules enter the market, but prices still track the big three​


There is demand, there is supply. The latter remains limited.

One of the common misconceptions in today's memory market is that once memory modules based on chips from CXMT enter the consumer market, there will be cheaper alternatives to memory sticks running DRAM from the Big Three. While availability of CXMT-powered modules certainly impacts average selling prices, these products are not cheaper than those based on ICs from Micron, Samsung, and SK hynix even in China, as noticed by @harukaze5719.“

https://www.tomshardware.com/pc-com...e-market-but-prices-still-track-the-big-three
 
 
Last edited:
Mega6 said:
"One of the common misconceptions in today's memory market is that once memory modules based on chips from CXMT enter the consumer market, there will be cheaper alternatives to memory sticks running DRAM from the Big Three. While availability of CXMT-powered modules certainly impacts average selling prices, these products are not cheaper than those based on ICs from Micron, Samsung, and SK hynix even in China"

Plus CXMT is bottom of the barrel performance.

"CXMT produces memory chips using an outdated fabrication technology, its DRAM ICs consume more power than those made using the latest manufacturing processes, have lower performance potential, and mediocre overclockability."
Click to expand...
the only ddr5 that is any good is hynix, the rest all suck ass about as much as each other so it's not like it would really be any different.
 

"Is Huawei Building Its Own DRAM Fab? (xda-developers.com)16​

Posted by EditorDavid on Sunday July 26, 2026 @12:39PM from the thanks-for-the-memory dept.
From the site tech-news site XDA Developers:The consumer tech economy needs more DRAM manufacturers, and it needs them more urgently than perhaps at any point in its history. Anyone keeping track of the pricing trends will know that memory prices have climbed into the stratosphere on the back of AI infrastructure's relentless demand, and every consumer device that depends on RAM has traveled from inflated to unaffordable, quarter after quarter, with almost no relief in sight. Which is exactly why a story out of Shenzhen is worth paying attention to, even in its current rumor phase. According to the details circulated by various semiconductor analysts on X, the Chinese government, DRAM maker SwaySure and Chinese tech giant Huawei have partnered to set up a 12-inch memory production plant. If the reports hold up, it could change memory economics for years to come, but not necessarily in the way you'd hope...

SwaySure itself is a known player. The company was registered in Shenzhen in March 2022, is reportedly backed by municipal government, and appears alongside Huawei on the US Commerce Department's Entity List, suggesting Washington has realized the connection between the two entities. Although, that's also where the story becomes a little less straightforward. None of these claims have been independently confirmed, and many of the technical details circulating online trace back to a single X account. Huawei has previously denied operating the wider network of state-backed fabs that analysts have reported. Even the widely quoted figure of 140,000 wafers per month isn't new, and public records indicate SwaySure's production line is already operational. What gives the report weight, then, is the fact that Huawei has spent years building this kind of domestic semiconductor ecosystem through partners that appear to operate independently."
 
1.1.2.3.5... said:
The chart you uploaded shows smooth, monotonic bit growth from 2022 → 2027 for both supply and demand. That is model-based projection, not observed production. ...
  • Wafer starts for DRAM have not increased meaningfully.
Click to expand...
Not that smooth, quite the pattern shift and it is projection outside rest of 2026 and 2027, I thought it was up to date actual number.

Source ? when we look at the deutch bank world analysis, to have the numbers I think :
https://www.macrostream.ai/articles/6a3214548f2442d721550211

wafer start in dram by year, in WSPM ('000s)

2023: 1,426
2024: 1,750
2025: 1,921
expected:
2026: 2,051
2027: 2,361

Bits could be a bit faster pace than raw wafer growth as they get denser at the same time than being more of them.

I have yet to see anything pointing to a specially slow growth (like we had in 2022/2023), it is not particularly fast because of how complicated and low yield HBM can be relative to the demand, but not historically slow in modern term either. yuor link see to be about third party oem shipping of dram kit for the DIY scene or something ultra narrow like that, not whole world dram (which include HBM) bits production.
 
LukeTbk said:
Not that smooth, quite the pattern shift and it is projection outside rest of 2026 and 2027, I thought it was up to date actual number.

Source ? when we look at the deutch bank world analysis, to have the numbers I think :
https://www.macrostream.ai/articles/6a3214548f2442d721550211

wafer start in dram by year, in WSPM ('000s)

2023: 1,426
2024: 1,750
2025: 1,921
expected:
2026: 2,051
2027: 2,361

Bits could be a bit faster pace than raw wafer growth as they get denser at the same time than being more of them.

I have yet to see anything pointing to a specially slow growth (like we had in 2022/2023), it is not particularly fast because of how complicated and low yield HBM can be relative to the demand, but not historically slow in modern term either. yuor link see to be about third party oem shipping of dram kit for the DIY scene or something ultra narrow like that, not whole world dram (which include HBM) bits production.
Click to expand...

“SK hynix expected to post record $43.7 bil. in Q2 operating profit: report​

  • Published Jul 26, 2026 10:13 AM KST
SK hynix is expected to post an all-time high operating profit of 64.1 trillion won ($43.7 billion) in the second quarter, driven by its leadership in the high bandwidth memory (HBM) market amid an artificial intelligence (AI)-led semiconductor supercycle, a report showed Sunday.
A consensus estimate compiled by Yonhap Infomax from forecasts from 14 local brokerages showed SK hynix is expected to post 84.1 trillion won in sales and 64.1 trillion won in operating profit for the April-June period.
The figures would surpass the company's previous annual operating profit record of 47.2 trillion won in 2025.“

https://www.koreatimes.co.kr/busine...-record-437-bil-in-q2-operating-profit-report
 
D-EJ915 said:
the only ddr5 that is any good is hynix, the rest all suck ass about as much as each other so it's not like it would really be any different.
Click to expand...
Whatever u say pal.

Memory ICTypical Max OCBest For
SK Hynix A-die7000–8000+ MT/sExtreme OC, Intel platforms
SK Hynix M-die6400–7200 MT/sDaily OC, Balanced performance
Samsung B-die6000–6800 MT/sTight timings, Workloads
Micron A-die6200–7000 MT/sAMD Ryzen 7000 series
 

“Chinese Chip Giant’s Stock Soars 470% in Start of Trading, Amid A.I. Race​

The meteoric rise on its first day of trading catapulted CXMT, China’s leading memory chip maker, to being the most valuable company on the Shanghai stock exchange.


Shares in China’s leading memory chip maker soared about 470 percent on its first day of trading on Monday, quickly making it the most valuable company on the Shanghai stock exchange.
ChangXin Memory Technologies, known as CXMT, had already completed Asia’s largest initial public offering this year, which two weeks ago valued the company at more than $85 billion.“

https://www.nytimes.com/2026/07/27/business/cxmt-stock-price-ai.html
 

“SK Group and NVIDIA Expand Strategic Partnership Across AI Factories and Next-Generation Memory​

PRESS RELEASE by GFreeman Today, 04:25 Discuss (0 Comments)
SK Group and NVIDIA today announced plans for a $500-billion-plus comprehensive partnership to establish AI infrastructure serving the surging demand for global compute. The two sides signed letters of intent to formalize the agreement, which spans from AI factory construction to AI memory supply.

NVIDIA Vera Rubin Infrastructure and DSX Platform Drive 2-Gigawatt Build
Today's announcement builds on the decades-long technology partnership between SK Group and NVIDIA, including the recently announced plans for SK Telecom to build a 2-gigawatt-scale AI Cloud in Korea. This cloud will use the NVIDIA DSX platform and deploy NVIDIA Vera Rubin accelerated computing powered by SK hynix HBM4, with the first AI factory planned to come online in 2027. It will be built on the NVIDIA DSX full-stack AI factory architecture, which integrates NVIDIA accelerated computing, systems, software and partner technologies to deliver the lowest token cost at maximum energy efficiency. The two companies aim to accelerate large-scale AI infrastructure development, including sovereign, physical, agentic and enterprise AI services, and jointly address the increasing AI demand across the Asia-Pacific region, including South ..“
 

“Samsung Electronics and Broadcom Expand Strategic Collaboration Across Memory and Foundry Technologies​

PRESS RELEASE by GFreeman Today, 02:21 Discuss (0 Comments)
Samsung Electronics and Broadcom today announced the signing of a memorandum of understanding (MOU) to expand their strategic collaboration across memory and foundry technologies, supporting the next generation of AI infrastructure. The MOU was announced during the AI Summit, held at The Midway in San Francisco. Attendees included Jinman Han, President and Head of Samsung Electronics' Foundry Business, Hock Tan, President and CEO of Broadcom, senior executives from both companies and representatives of the Korean government. The companies expect the collaboration to be estimated at more than $200 billion across memory and foundry over the next five years through 2030.

On the memory front, Samsung and Broadcom plan to pursue a strategic collaboration for the supply of industry-leading memory solutions, including High Bandwidth Memory (HBM), supporting Broadcom's next-generation AI accelerators. In foundry, the companies' collaboration focuses on Samsung's 2-nanometer (nm) and below process technologies for Broadcom's products, including Wireless Broadband Communications (WBC) solutions. The collaboration is expected to extend to advanced packaging technologies built on Samsung's 2 nm process, including 2.3D and 2.5D integration, to enable higher-performance and more power-efficient AI and networking silicon.”
 
erek said:

“Chinese CXMT DRAM doesn't look like the budget savior many were expecting — new modules enter the market, but prices still track the big three​


There is demand, there is supply. The latter remains limited.

One of the common misconceptions in today's memory market is that once memory modules based on chips from CXMT enter the consumer market, there will be cheaper alternatives to memory sticks running DRAM from the Big Three. While availability of CXMT-powered modules certainly impacts average selling prices, these products are not cheaper than those based on ICs from Micron, Samsung, and SK hynix even in China, as noticed by @harukaze5719.“

https://www.tomshardware.com/pc-com...e-market-but-prices-still-track-the-big-three
Click to expand...

Of course they're not cheaper, why would they be? No one should be surprised by this. They will be cheaper once the extra supply translates into an excess supply, but we're not even close to being there yet. The memory CXMT is selling has already been accounted for many times over. All that's happening is they're now participating and taking share from the incumbents, who would have had that themselves had they had the capacity to make more.
 
HockeyJon said:
Of course they're not cheaper, why would they be? No one should be surprised by this. They will be cheaper once the extra supply translates into an excess supply, but we're not even close to being there yet. The memory CXMT is selling has already been accounted for many times over. All that's happening is they're now participating and taking share from the incumbents, who would have had that themselves had they had the capacity to make more.
Click to expand...

“Chinese Memory Giant CXMT Goes Public, Stock Already Up 466%​

by AleksandarK Today, 07:03 Discuss (2 Comments)
Chinese memory maker CXMT has debuted on the Shanghai A-Class STAR stock market with one of the biggest public offerings in China. Today, CXMT's Initial Public Offering (IPO) saw the price of CXM jump from CNY 8.66 ($1.28). At the time of writing, the stock, under the ticker "688825.SS," is trading at CNY 49.00 ($7.24), indicating a 465.82% gain on its first trading day. Initial projections estimated CXMT's market capitalization at CNY 579 billion, or $78.11 billion, but the valuation has increased significantly, now reaching $513.75 billion. This makes it the world's 24th most valuable company by market capitalization, surpassing Tencent, Mastercard, and even the technology giant Intel.

This isn't a surprise, as CXMT will quickly generate revenue that will far exceed its IPO price, hence the valuation just got stronger. Some analysts, including those from SemiAnalysis, estimate that CXMT will generate about $50 billion for the entirety of 2026. In the first quarter of 2026 alone, CXMT reported $7.3 billion, marking approximately 700% growth compared to the same period a year ago, with operating margins around 70%. Massive quarterly growth, new capacity coming online, and an unprecedented demand for DRAM have pushed CXMT's valuation nearly five times higher than originally planned.“
 
Mega6 said:
Whatever u say pal.

Memory ICTypical Max OCBest For
SK Hynix A-die7000–8000+ MT/sExtreme OC, Intel platforms
SK Hynix M-die6400–7200 MT/sDaily OC, Balanced performance
Samsung B-die6000–6800 MT/sTight timings, Workloads
Micron A-die6200–7000 MT/sAMD Ryzen 7000 series
Click to expand...
Curious where you got this list, it's rather "interesting"
 
Last edited:
HockeyJon said:
2) I have no doubt they’re getting support for the CCP, since the CCP has a record of pouring money into industry champions in an effort to distort the market so they can dominate what they view as strategic industries. It’s the same reason Chinese EVs and solar panels are remarkably cheap. It’s also a big reason Huawei put Nortel out of business. They were able to bid on cell infrastructure at artificially low prices because the CCP would top them up. Western companies generally are left to compete (albeit, we’ve seen this beginning to change recently with US government involvement in companies like Intel).
Click to expand...

Yes and no. American companies get lots of top-ups just in other ways that are less obvious. Lots of protectionist stuff going on in the USA long before Trump came to power. Any time US companies look like they're running into trouble you can count on tariffs, or low interest loans, or mysterious new grant money to pop out of nowhere and benefit them. Lots of no-bid military contracts with lots of room for extra billing with little to no oversight. The US and China are not alone in this either. Every nation does it ... they just all act like they're innocent little doves fighting the bad guys.
 
Ididar said:
Yes and no. American companies get lots of top-ups just in other ways that are less obvious. Lots of protectionist stuff going on in the USA long before Trump came to power. Any time US companies look like they're running into trouble you can count on tariffs, or low interest loans, or mysterious new grant money to pop out of nowhere and benefit them. Lots of no-bid military contracts with lots of room for extra billing with little to no oversight. The US and China are not alone in this either. Every nation does it ... they just all act like they're innocent little doves fighting the bad guys.
Click to expand...

“CXMT On The Priority List For A Spate Of China’s New Homegrown DUV Machines, Neutralizing The US MATCH Act, And Bolstering Its Big Bet On 3D DRAM​

After undergoing a historic IPO, one that resulted in a veritable frenzy among investors, China's CXMT has apparently entered an August list of Chinese semi players that are slated to receive some of the very first domestically produced DUV lithography units this year, a development that is sure to supercharge CXMT's next-gen bets.

China plans to produce 5 DUV machines this year and 20 next year, as CXMT gains expedited access to power its next-gen bets​

According to The Information, a China-based company, formally called Shanghai Yuliangsheng Technology, has now entered the DUV lithography business, with plans to produce 5 units this year, and 20 in the next year.”
https://wccftech.com/cxmt-gets-one-...ch-act-and-bolstering-its-big-bet-on-3d-dram/
 
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