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

erek said:

“New memory player CXMT begins mass production of DRAM platform​

News
Oct 5, 20262 A new player in the DRAM space could help alleviate current memory constraints.”

https://www.networkworld.com/articl...-begins-mass-production-of-dram-platform.html
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I do not understand the headline or the sentence ?

CXMT was mass producing dram for a long time, I think the copy-paster of the article missed a word: CXMT has begun mass production of its fifth-generation platform,

It is obviously not a new player in the dram space, 10% of the market share last quarter:
https://www.techpowerup.com/352285/cxmt-captures-10-of-the-global-dram-market-revenue-share
 
"CXMT to leapfrog Samsung by ~2 years, as it gears up to introduce a DDR5 RDIMM product that leverages the 4F² memory cell architecture before year-end."

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https://x.com/wccftech/status/2109074233594962190
 

“CXMT aims to launch DDR5 RDIMMs with 4F² cell architecture in 2026, beating Samsung to market​

ChangXin Memory Technologies, or CXMT for short, plans to unveil a server DDR5 RDIMM based on a 4F² memory cell architecture before the end of 2026. The company confirmed the schedule at a chiplet conference in Shanghai. If CXMT actually brings this plan into volume production, it would be technologically remarkable, as Samsung is currently only expected to introduce a comparable 4F² structure in 2028.”

Source: https://www.igorslab.de/en/cxmt-ddr5-rdimms-4f2-cell-architecture-2026-ahead-of-samsung/
 

"SK hynix Could Be Prioritizing DRAM’s Lucrative Returns, Giving Rise To Speculations Surrounding HBM4’s Technical Problems As Backend Equipment Orders Slip To 2027​


SK-hynix-HBM4-728x410.jpg
There’s no real evidence that SK hynix is actually suffering from technical problems revolving around HBM4

The milestone surrounding HBM4’s successful development was completed last year by SK hynix, but that doesn’t mean the memory maker is in calmer waters, because the latest report states that backend equipment for next-generation High-Bandwidth Memory has been postponed to next year. The update gives rise to unconfirmed claims that SK hynix could be facing technical hurdles with HBM4, but it’s also possible that the company is minting margins with general-purpose DRAM.

Despite analysts believing that SK hynix’s quality problems with HBM4 are overblown, previous reports indicate that one method has become the source of this problem​

The backend equipment was expected to be delivered to SK hynix this year, but Dealsite reports that orders have been pushed back to 2027. Given how HBM has been the driving force for Samsung’s foundry recovery and that the latter is reportedly charging customers three-times the amount for HBM4, SK hynix would be sacrificing a truckload of earnings if it doesn’t receive the advanced paraphernalia on schedule."

https://wccftech.com/sk-hynix-dram-priority-hbm4-backend-equipment-orders-2027/
 

Memory stocks are getting hammered. China and a 2029 oversupply are the big worries​


  • SK Hynix, Samsung and Micron have been some of the hardest-hit names in the recent tech sell-off.
  • Investor concern over competition from China’s CXMT and potential oversupply of memory chips has created headwinds for memory stocks.
  • A column in a South Korean business newspaper suggested oversupply of memory in 2029 added to pressure on the market.

https://www.cnbc.com/2026/10/15/memory-stocks-micron-sk-hynix-samsung-china.html
 
New flagship GPU purchase locked in for 2029 then if that's when supply catches up with demand. (I wonder how much of that supply is just sitting in a warehouse, waiting on a server farm that may or may not get built.)
 
kamikazi said:
Yes, whatever will they do? Collude to drop production as usual? I mean, they will have only been making record profits near 100% margin for 5 years at that point. They'll have to start living like plebes at that point.
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I'm guessing the moment that supply starts to meet demand, there will be a couple more "fires" like we used to see.
 
Marees said:
apparently memory prices have gone so sky high, that China's CXMT is able to scale-up & make a profit even with an extremely inefficient process

Capitalism in action...

https://x.com/shiro001125/status/2110963412813672750?s=20
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“China’s CXMT swings to profit after memory chip prices surge

lant_in_Beijing_Bloomberg_20261016234438_Bloomberg.jpg

Chipmaker CXMT Corp said on Friday that preliminary net income will amount to 131 billion yuan (RM79.89 billion) to 132.5 billion yuan for the first nine months, compared with a loss of 5.3 billion yuan for the same period on global demand for memory chips.
(Oct 16): Chinese chipmaker CXMT Corp reported a surge in preliminary profit and sales during the first nine months of the year after global demand for memory sent prices of the components soaring.
The domestic memory-chip leader said that preliminary net income will amount to 131 billion yuan (RM79.89 billion) to 132.5 billion yuan in the period, compared with a net loss of 5.3 billion yuan in the first nine months of last year. Preliminary revenue is expected to reach 265 billion yuan to 270 billion yuan, versus 32.1 billion yuan last year.
The broader memory-chip field has seen a boom in demand that has sent sales and stock prices skyrocketing. The artificial intelligence build-out has contributed to shortages across the industry, driving up prices of memory components.”

https://theedgemalaysia.com/node/822192
 
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