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Chinese CXMT to Match Micron's DRAM Manufacturing Capacity This Year

Chinese memory giant CXMT has been expanding its capacity so rapidly that the company is now able to compete with one of the largest memory manufacturers in the world—Micron. According to analysis from Citrini Research and their proprietary data, CXMT is projected to produce about 350,000 DRAM...

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TechPowerUp (www.techpowerup.com)
]]>https://citiverse.it/topic/acecc888-931a-42d4-8f97-c69ccdbc744c/chinese-cxmt-to-match-micron-s-dram-manufacturing-capacity-this-yearRSS for NodeTue, 18 Aug 2026 10:16:49 GMTTue, 14 Jul 2026 18:16:40 GMT60<![CDATA[Reply to Chinese CXMT to Match Micron's DRAM Manufacturing Capacity This Year on Wed, 15 Jul 2026 15:10:54 GMT]]>A few more manufacturers won't end the cartel, they'll just end up joining them.

Remember the cartel used to also include Qimonda (EU, Made in EU and US), Elipda (itself a merger of NEC and Hitachi's DRAM divisions) and Toshiba.

I don't think two more contenders will change much in the long run - in the short term in order to get marketshare they'll play friendly, but 5 years from now CXMT and YMT will just be members of the cartel too.

]]>https://citiverse.it/post/https://lemmy.world/comment/24780705https://citiverse.it/post/https://lemmy.world/comment/24780705Wed, 15 Jul 2026 15:10:54 GMT<![CDATA[Reply to Chinese CXMT to Match Micron's DRAM Manufacturing Capacity This Year on Wed, 15 Jul 2026 06:21:56 GMT]]>down with the cartel

]]>https://citiverse.it/post/https://lemmy.ml/comment/26709028https://citiverse.it/post/https://lemmy.ml/comment/26709028Wed, 15 Jul 2026 06:21:56 GMT<![CDATA[Reply to Chinese CXMT to Match Micron's DRAM Manufacturing Capacity This Year on Tue, 14 Jul 2026 21:05:15 GMT]]>Exactly, I don't care if I win, I just want to watch them lose

]]>https://citiverse.it/post/https://lemmy.ml/comment/26703058https://citiverse.it/post/https://lemmy.ml/comment/26703058Tue, 14 Jul 2026 21:05:15 GMT<![CDATA[Reply to Chinese CXMT to Match Micron's DRAM Manufacturing Capacity This Year on Tue, 14 Jul 2026 20:03:18 GMT]]>letssss goooooooo

Even if worst case happened and it was only for servers and only in China, it's still way more competition than what the cartel wants, and that brings down prices, and makes them eager to win over everyone again.

]]>https://citiverse.it/post/https://poptalk.scrubbles.tech/comment/6641080https://citiverse.it/post/https://poptalk.scrubbles.tech/comment/6641080Tue, 14 Jul 2026 20:03:18 GMT