They are building fabs on track to get online towards the end of 2027, full capacity production expected for 2028. These are serious pieces of very complex technology that take years, not months, to build.
It's very unlikely to have any meaningful effect. CXMT DRAM will also be hoovered up the moment it hits the market at the same inflated prices. Even if they had the capacity (they don't) why flood the market when you can just print money?
They are building fabs on track to get online towards the end of 2027, full capacity production expected for 2028. These are serious pieces of very complex technology that take years, not months, to build.
CXMT is a memory fab that just opened in China. They achieved a 90% yield on DDR5. Hopefully that could ease up the supply squeeze.
CXMT has been in a game for a while, at least since 2025, because my SBC is using their LPDDR4 RAM.
It's very unlikely to have any meaningful effect. CXMT DRAM will also be hoovered up the moment it hits the market at the same inflated prices. Even if they had the capacity (they don't) why flood the market when you can just print money?
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I believe they've been building them like crazy since covid, but it takes a looong time for them to come online (like 5-10 years?)