CXMT's DDR5 Pricing Surpasses Samsung, Secures $10B Deals with ByteDance and Tencent
bookwormengr · x · 2026-07-24
A recent post highlights that China's largest DRAM maker, CXMT, is reportedly charging more than Samsung for comparable 64GB DDR5 server memory.
- Market Dynamics: Driven by tightening supply from AI demand, CXMT has secured over $10 billion in long-term deals with ByteDance and Tencent.
- Commentary: The author humorously notes that Chinese companies are behaving exactly like free-market enterprises, contrary to old assumptions about top-down state directives.
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