this post was submitted on 21 Feb 2026
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CXMT has been offering DDR4 chips at about half the prevailing market rate (www.koreaherald.com)
submitted 7 hours ago by herseycokguzelolacak@lemmy.ml to c/technology@lemmy.world
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[–] markz@suppo.fi 23 points 6 hours ago

“At this stage, Chinese manufacturers are relying on aggressive pricing to build scale in legacy DRAM,” the anonymous source said. “But over time, the technology gap may narrow more quickly than expected. Even if Korean firms maintain leadership in HBM, neglecting the mainstream segment could weigh on profitability in the longer run.”

This has been obvious for a while, but I guess the heads of memory companies want to hear none of it.