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“The entry of Chinese brands such as CXMT and YMTC into the DRAM and NAND flash markets with contemporary products has unsettled financial advisors riding the memory manufacturer stocks rally driven by the AI boom. One such advisor "cautioned" that Chinese brands pushing volumes could have a chilling effect on memory prices, which may not hold by the end of 2026, going into 2027. Unlike the previous instance, where YMTC was hit with trade embargoes, CXMT enjoys good market-access around the world. It could simply knock off the Chinese domestic market from the price surge.“
Source: https://www.techpowerup.com/349273/...5-memory-modules-with-cxmt-dram-chips-surface
Source: https://www.techpowerup.com/349273/...5-memory-modules-with-cxmt-dram-chips-surface