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DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

Not sure how long it will take but CXMT has started to eat some of Micron's lunch (and the other big 2 chip makers too), at least in China first. In addition since CXMT started off with a much lower revenue than Micron , their y-o-y revenue growth is well over 700% and will be interesting if they can maintain triple digit revenue growth rate in the next few quarters.

I say give it 2-3 years when new CXMT fabs are added and in full production mode, then price competition will be brutal. The key thing is whether US and perhaps European consumers will accept China made memory chips but I'm sure other countries in Asia and Latin America which are more price sensitive will be more open to China made memory.
 
The AI hw scam continues...MU deserves to burn to the ground along with SNDK, STX and WDC. Ofc the hyperscalers are to blame just as much, blindly borrowing to build data centers with no idea of ever seeing an ROI...insanity continues for now. Staying on the sidelines.
 
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