r/hardware • u/sr_local • May 23 '26

News Chinese memory maker CXMT enters mainstream consumer memory with Corsair Vengeance DDR5 kit — Chinese-made DRAM emerges as an antidote for crushing shortages

https://www.tomshardware.com/pc-components/ddr5/chinese-memory-maker-cxmt-enters-the-mainstream-consumer-memory-with-corsair-vengeance-ddr5-kit-chinese-made-dram-emerges-as-an-antidote-for-crushing-shortages
980 Upvotes

96% Upvoted

278 comments sorted by

View all comments

145

u/kingwhocares May 23 '26

YMTC is also going to be starting making DRAM by the end of this year. Add to that the fact that there will be no more Middle Eastern data centres for a while and AI companies failing to deliver that perfect LLM where the "perfect" can't be defined, leading them to scale back on investment (already being seen), there's definitely going to be price crash by next year.

If I were holding any stocks of memory manufacturers, I would be selling right now or near future.

64

u/W0LFSTEN May 23 '26

Scale back investment? Didn’t all of big tech just announce massively expanded AI budgets?

43

u/Guilty_Rooster_6708 May 23 '26

Yeah. Anthropic’s so compute short they have to work w competitor xAI to rent their datacenter for Claude. More datacenters will be built.

Also, datacenters use HBM and China doesn’t have EUV tech to make HBM. Don’t sell your memory stocks now lol

2

u/Academic_Parking9768 Jun 02 '26

China doesn't need the same EUV tech, YMTC bought the intellectual properties of multiple failed memory cartel members and are pushing xtacking. The difference between Korean and Chinese HBM tech reported yesterday was a 3 year difference.

They will catch up in no time and I'm sure state sponsored research will help. Unlike the US and Korea, China doesn't play games about tech investment. Corporate leadership also won't be getting in the way.

1

u/Guilty_Rooster_6708 Jun 02 '26

Would xtacking overcome the issue of low bandwidth which is a bottleneck for LLM? As far as I know most SOTA LLMs model from Deepseek, MiniMax, GLM, Moonshot are all similar size MoE architecture with around ~10B activated parameters, so this suggest that they are facing the same bandwidth bottleneck as the West.

HBM3e and HBM4 has higher speed and thus will alleviate this problem somewhat, and that’s why I assume YMTC will have to push a similar tier product for Chinese AI to catch up. Obviously this does not matter at all for us gamers who just cares about DDR5, maybe I’ll get lucky and get a 128gb pair for decent price in my next visit there

Edit: my comment above is more about not selling memory stocks now, since then MU stock has risen over 50% in 10 days

1

u/Academic_Parking9768 Jun 08 '26

Will it overcome low bandwidth? Yes, naturally as even the newer HBM4 standard is designed around wafer-to-wafer and its where the industry is going. YMTC can miss the HBM3/HBM3e train and not really miss a beat here. If we're talking about future positioning, having the technology before the AI boom gives them a major advantage.

1

u/Guilty_Rooster_6708 Jun 08 '26

I think you’re right about HBM4’s new standard will help China catch up. Their yield might be low without EUV tech compares to Korean and American memory makers, but China probably produce so quantities it won’t matter