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Memory Prices Indefinitely High: SK Hynix Says Shortage Continues Through 2030 - PC Perspective (pcper.com)
submitted 2 weeks ago by to c/technology@lemmy.ml
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cross-posted from: https://lemmy.dbzer0.com/post/74771210

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[–] 10 points 1 week ago (6 children)

I bet it's not going to be that indefinite, a year tops before CXMT ramps up RAM production https://www.reuters.com/world/asia-pacific/chinas-cxmt-makes-breakthrough-advanced-memory-chips-information-reports-2026-08-31/

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  • [–] 2 points 1 week ago (3 children)

    Assuming they end up making it for export. The article makes it sound like other Chinese companies are already interested so they may be the primary customers

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  • [–] 3 points 1 week ago (2 children)

    Initially sure, but same thing happened with solar and EVs too. Eventually they hit the export phase, and then everybody gets to enjoy the treats.

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  • [–] 1 point 1 week ago (1 child)

    On one hand it is an opportunity for CXMT to gain more market share. On the other when demand drops they will be left with excess capacity and that might discourage them from expanding.

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