Chinese Memory Flood Could Drop DRAM and SSD Prices
Chinese manufacturers are significantly increasing their production of DRAM and NAND chips, potentially leading to a drop in prices. This surge comes as U.S. export controls limit the expansion of Korean chipmakers, creating opportunities for Chinese suppliers. Analysts warn that this could lead to an oversupply in the market, challenging the current AI-driven memory supercycle.
- ▪Chinese DRAM manufacturers are ramping up production to 500,000 wafers monthly.
- ▪DRAM prices have surged 20-50% month-on-month due to high demand from AI infrastructure.
- ▪U.S. export controls have constrained Korean chipmakers, allowing Chinese suppliers to fill the gap.
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Home / Personal TechChinese Memory Flood Could Finally Drop DRAM and SSD PricesChinese manufacturers ramp wafer production to 500,000 monthly as US export controls limit Korean chipmaker expansionAlex BarrientosAlex BarrientosLinkedInWith over five years in the web and tech space, I’ve developed a deep passion for PC hardware and peripherals. I’m a habitual researcher, always eager to learn more, which has expanded my knowledge beyond PCs and keyboards to include TVs, headphones, and even vacuum cleaners.All Articles by Alex Barrientos→ByAlex BarrientosAlex BarrientosLinkedInWith over five years in the web and tech space, I’ve developed a deep passion for PC hardware and peripherals.
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