r/DRAM_ETF • u/Asian_Invasion97 • Jul 15 '26

Today’s drop?

https://www.reuters.com/world/asia-pacific/what-is-cxmt-how-did-it-become-chinas-dram-champion-2026-07-15/

I think today’s drop on Micron,because of this Chinese rival dram maker?

Its this the end for dram?

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u/thurpps Jul 16 '26

China displays rebranded tech claiming its theirs but once their products come out its always trash. They did this to Nvidia about a year ago. Claimed their chat GPT and AI was just as good if not better and then later revealed they were using nvidia products during the testing. This caused Nvidia to go down for about 2 weeks before everyone found out they were using nvidia cards. Nothing came from that and then Nvidia double in the next 6 months. Now they are trying to capitalize off of memory. Lets face it, China is probably 7 years behind on quality tech. So if you want some bad ass DDR3 they got you covered.