jesdalsNow that both Stevens has put focus CXM - we can only hope that they are more willing to raise production than the big 3. Would have liked to se some AIDA64 latency and scores as well as performance / possibility for pushing timings etc. but nice with more competition in the Memory area

blacksea76If these would come with at least 10yr warranty and a good price/performance ratio it would be a very good alternative to the ones from the big three greedy companies. And it would help the Chinese catch up with their technology faster. More competition is always good to have.

jesdalsNow that both Stevens has put focus CXM - we can only hope that they are more willing to raise production than the big 3. Would have liked to se some AIDA64 latency and scores as well as performance / possibility for pushing timings etc. but nice with more competition in the Memory area

jesdalsNow that both Stevens has put focus CXM - we can only hope that they are more willing to raise production than the big 3. Would have liked to se some AIDA64 latency and scores as well as performance / possibility for pushing timings etc. but nice with more competition in the Memory area

TheinsanegamerNCXMT is forecasting that they will be going from 4% to 12% marketshare within 2 years, so at minimum they are predicting they will triple production.

maxli86I agree, my concern is the RMA process.
How is it like, when you send it in how long it will take.

MakaveliX3D chips not needing super fast ram really helps in todays current market.

MondoMikeTrue, but it's too bad new gen x3d aren't affordable and more expensive that 90% of the CPU market. Also, most CPU's don't need fast memory just some chips perform significantly better at higher speeds than others. Intel scales VERY well with high speeds and AMD typically doesn't. It is nicer on the pocket in the current ram market though I agree.

MakaveliThe 7600X3D cost this much in Canada right now so its not a bad start.

blacksea76If these would come with at least 10yr warranty and a good price/performance ratio it would be a very good alternative to the ones from the big three greedy companies. And it would help the Chinese catch up with their technology faster. More competition is always good to have.

twin_savageI'm not sure that's a safe assumption if the big 3 are pulling back from the consumer discreet DRAM market for customers that will pay them better; it might be that CXMT is even reducing production but still gaining marketshare in this segment. After all CXMT said they are going to shift a large portion of their capacity exclusively to HBM starting in 2026.


I'd be real interested to see what the power consumption of these CXMT modules are, they are running a significantly larger process node than the big 3's DRAM.

jesdalsNow that both Stevens has put focus CXM - we can only hope that they are more willing to raise production than the big 3. Would have liked to se some AIDA64 latency and scores as well as performance / possibility for pushing timings etc. but nice with more competition in the Memory area

TheinsanegamerNthey're actively building new fabs right now. Should the cartel decide to further reduce production for some bizarre reason, the higher prices will only further drive Chinese expansion.

They're playing with fire and I hope they get burned real good. The Chinese expansion may finally achieve what government fines and investigations never could: break up the cartel.

TheinsanegamerNThe marketshare represents global DRAM shipment, not just consumer sales.

they're actively building new fabs right now. Should the cartel decide to further reduce production for some bizarre reason, the higher prices will only further drive Chinese expansion.

twin_savagethey are expanding their DRAM shipments much faster than CXMT

TumbleGeorgeWhat? Proof that! Moar incomes come from increase prices not from increasing shipment.

twin_savageCombine the information from these two report:
newsletter.semianalysis.com/p/memory-mania-how-a-once-in-four-decades
www.trendforce.com/presscenter/news/20250902-12694.html
and you'll see the total gigabytes shipped is increasing and that the market share by capacity is shifting toward the western producers and away from CXMT.

If you've got an account with trendforce you can get more up-to-date information and not have to piece it together yourself from multiple reports.

I understand people want to be pessimistic about the market but just because the memory maker's revenue is increasing doesn't mean they are reducing output and raising prices; they are allowed to increase output and still have the prices go up because so many are clamoring to buy the memory.

TumbleGeorgeThe gigabytes delivered is a function of higher capacity chips, not a greater number of chips.

R0H1TWhy do you bring this up?

R0H1TIt's not like the retailers didn't jack up prices, of everything, during peak Covid or the last 3(4?) crypto booms!

twin_savageThis is true, however measuring DRAM by number of packages shipped regardless of capacity isn't a useful metric.
and going back to consumer memory, the DIMMs we use can have anywhere from 4 to 80 DRAM packages on them further reducing the utility of trying to count memory output by packages shipped rather than capacity shipped.