this post was submitted on 03 Aug 2026
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CXMT will also sell at outrageous prices. It's free money.
Yeah, they are currently engaged in a major spat with Huawei, which is accusing them of price gouging HBM supplies. Sounds familiar...
CXMT will sell the chips to memory manufacturers in China for "domestic use only" at near cost price as directed by the CCP.
Those manufacturers will construct consumer ram modules and sell them locally, and there will be grey market exports to other countries for ridiculously low prices compared to everyone else.
This way the CCP props up domestic supply, and chips away at foreign manufacturer market share by turning a blind eye to the massive grey market export of RAM.