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Chinese memory can now match the speed and latency configs of the RAM in our gaming PCs
(www.pcgamer.com)
this post was submitted on 19 Aug 2026
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China is a major consumer of RAM. If they can supply it domestically, that has the potential to reduce the volume of global imports and subsequent price pressure.
If their competitors can't keep up, you will eventually see Chinese RAM get out onto the secondary market in the same way Chinese EVs and Chinese cell phones and Chinese solar panels and Chinese steel have depressed global prices for these commodities.
Their competitors have already sold out their entire 2027 production.
The money they make selling RAM to private consumers is not even 1 promille of their revenue.
Plenty of which will inevitably turn up on the secondary market.
The RAM they sell to home-labbers and hobbyists, sure. The RAM they're selling to Dell and Lenovo and Apple? A significantly higher chunk of their revenues. But that's a side issue. These kinds of RAM sticks are largerly fungible.
The new high end AI datacenters are building out specialty hardware that isn't PC compatible. And the real worry is that these firms migrate over to the AI datacenter designs in a way that causes a semi-permanent shortage on the independent PC side.
Interesting. I have heard that hardware manufacturers create specific chip architecture to suit AI technology.
Though I had not considered that the hardware might shift so much as to be rendered "useless" for the average consumer