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China's RAM Surge: Global Impact Limited?
19 Oct
Summary
- CXMT aims to nearly double DRAM production capacity by 2028.
- Expanded production is expected to primarily serve China's domestic market.
- Dell's CEO forecasts the global memory crisis persisting until 2030.
Chinese chip manufacturer CXMT is projected to significantly increase its DRAM production capabilities. By 2028, the company's capacity could nearly double compared to current levels, with wafer production potentially reaching 500,000 to 600,000 units annually.
This expansion focuses on traditional RAM, distinct from the high-end memory used for AI applications. However, analysts suggest that this increased output will primarily cater to China's internal market requirements. The likelihood of this bolstering global RAM supply is considered minimal.
Adding to market concerns, Dell CEO Michael Dell has issued a stark warning. He predicts that the current memory shortage and associated supply problems could persist for up to four more years, extending the crisis through 2030. This outlook suggests continued price increases and availability challenges for consumers globally.
