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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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This was easy to predict.
Chinese government is not stupid. They have a strategy (more so than USA does). Years ago that was to dominate global manufacturing and supply chains. They were successful. Now the goal is to reach parity with Western chipmakers and/or get ahead. It's happening.
The AI boom was like a golden gift to them. Semiconductor prices are through the roof. So if they can produce almost anything at all in quantity it will sell for inflated prices.
While the tech companies of the world jerk each other off with AI, China is building DRAM capacity. CXMT is the first and will not be the last. They will scale quickly. If they have the process perfected they will build a fab in the time it takes USA to conduct the environmental review for the consideration of allowing a permit application to build a fab. They will not build one fab they will build 5 or 10. I'm proud to be American and I love my country but I compare USA to China on the ability to execute large projects like this and China will win every time. We have too much red tape, too many lawsuits and insurance and moving parts. China executes faster and more decisively.
So give it a year or two and China will have a fleet of pretty good fabs. They will sell memory for way less than what the others do. And then just as China made themselves indispensable for manufacturing, they will make themselves indispensable for DRAM.
Sure helps when you just steal the technology. Seems to be a theme over there... https://www.tomshardware.com/pc-components/dram/cxmt-planned-to-use-stolen-samsung-ip-to-develop-its-dram-court-hears-former-samsung-engineer-who-jumped-to-chinese-memory-maker-now-behind-bars
As an earlier post pointed out - the Ai industry stole everything with the support of the government at our expense. The point is moot.
If the Chinese theft benefits us as consumers then they are the Robin Hood of computation hardware. The good guys.
They didn't steal from "us". They stole from the billionaires. I'm fine with it.
Yah I used to be on the "China steals" bandwagon, back when it had weight but now it doesn't matter, even when it come to Chinas genocide of the ueagers, America is helping cause gaza with isreal not to mention what its doing to Cuba. America is no better then China now in my eyes.
Americans, and I say this as an American, have always been ignorant and hypocritical in what the US government has done and is continuing to do.
Not always.
Yeah, I'm with you on this. China has been a much more responsible member of the international community than the US. I strongly disagree with what China is doing with regard to Taiwan, the South China Sea, and suppression of free expression, but otherwise they're the lesser of two evils.
I wouldn't say theyre lesser, I'd say their a out as bad as eachother tho. China is a lot better then it used to be to add to that