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China’s CXMT Now Charges More Than Samsung For DRAM As Memory Demand Skyrockets, Even Denying Relief To Huawei

TL;DR AI

Key summary

2 min read
  1. CXMT is reportedly charging more than Samsung for 64GB DDR5 server memory as China’s AI boom tightens supply.

  2. Reuters sources say Chinese PC and tech firms are placing longer-term orders to secure memory amid the shortage.

  3. CXMT also reportedly rejected Huawei’s request for price relief, despite their ongoing business ties.

  4. The pricing surge suggests China’s memory market is constrained enough to lift costs for major AI and electronics makers.

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