Pemalite 1 day ago
Even though China is technologically behind, they may be the saving grace for the DRAM market in the future if they can slot themselves in as a budget option... CXMT is getting there slowly, they have made inroads with LPDDR5X and captured about 5% of the market and are set to double DDR5 production next year.
Not many people need or want speeds that exceed the JEDEC specification, but with shortages everywhere, there is opportunity for a player to capitalize on the market and secure wafer capacity and contracts.
DDR4 and AM4 are seeing a boost to sales at the moment, purely down to DDR5 pricing. I guess the Ryzen 5000 series is still "good enough" for most people.
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