Chinese CXMT to Match Micron's DRAM Manufacturing Capacity This Year

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.

Standing by for “Chinese memory is spying on you, don’t buy it”.

If this memory is high quality, it will become very popular with consumers and still have high prices. No reason to lower it a lot for consumer market if they are alone there. Maybe make it 10% cheaper.