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EricHiggin on 15 July 2026
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JEMC said:

Say hi to our new memory overlords... well, not quite (yet):

Chinese CXMT to Match Micron's DRAM Manufacturing Capacity This Year
https://www.techpowerup.com/350726/chinese-cxmt-to-match-microns-dram-manufacturing-capacity-this-year
Chinese memory giant CXMT has been expanding its capacity so rapidly that the company is now able to compete with one of the largest memory manufacturers in the world—Micron. According to analysis from Citrini Research and their proprietary data, CXMT is projected to produce about 350,000 DRAM wafers per month by the end of 2026, assuming all current projects are completed on schedule. This is an impressive figure, especially considering that Micron, one of the "big three" DRAM manufacturers, is currently estimated to produce about 375,000 DRAM wafers per month by the end of 2026, assuming their capacity expansions are fulfilled. Micron has been a memory supplier for decades, while CXMT is a relatively new player that emerged to meet China's domestic needs.

As I said the other day, the big three may find themselves in trouble once AI/datacebter demand slows down and they have to go back to cater the common folks, as China may have secured a rather big part of that market for themselves by then.

There's another article about this on PCGamer (link) that expands on this, revealing why chinese companies can increase their production so fast compared to the western companies.

Possibly, but what's to say China never goes AI crazy in the (somewhat) near future like America has, if not worse? Perhaps China could eventually build manufacturing faster than AI was growing, but that would still mean that we may be in this bubble for quite a bit longer than some may anticipate.



PS1   - ! - We must build a console that can alert our enemies.

PS2  - @- We must build a console that offers online living room gaming.

PS3   - #- We must build a console that’s powerful, social, costs and does everything.

PS4   - $- We must build a console that’s affordable, charges for services, and pumps out exclusives.

PRO  -%-We must build a console that's VR ready, checkerboard upscales, and sells but a fraction of the money printer.

PS5   - ^ -We must build a console that’s a generational cross product, with RT lighting, and price hiking.

PRO  -&- We must build a console that Super Res upscales and continues the cost increases.