this post was submitted on 03 Aug 2026
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A particularly surprising discovery is that CXMT is constructing its cleanrooms—where the actual silicon is produced—in just around 12 months, whereas the rest of the DRAM manufacturing industry typically takes 21-24 months, nearly a full year longer.

Finally, the report notes that the Chinese government is encouraging CXMT to transfer its DRAM technology IP to other Chinese DRAM manufacturers such as JHICC, Swaysure, and YTMC's subsidiary XMC. This initiative aims to alleviate memory shortages domestically before CAMT-designed DRAM enters other markets, such as the EU and possibly even the U.S.

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[–] filister@lemmy.world 1 points 6 hours ago

To be honest DRAM was dirt cheap for quite a while and the profit margins of those companies were razor thin. Only recently they saw a surge in demand and they are exploiting it to enrich themselves but also increasing the manufacturing capacity is a lengthy and costly process which I presume some of those companies are actively trying to delay, in order to preserve their fat profit margins now.

Competition is good though and hopefully will lower the price overall faster.