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Huawei is building its own DRAM fab, and it could reshape RAM prices for everyone
(www.xda-developers.com)
this post was submitted on 30 Jul 2026
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Protectionists complain about Chinese market dominance, yet Chinese companies are the only ones entering the DRAM market in response to the dramatic increase in demand.
It is way too late to be starting a new chip fab for it to be relevant to the current market. If they are producing reliable chips 5 years from now that'll be fast.
China speed will kick in and it will be next year they will own the market.
Cxmt is already one of their most valuable companies in the stock market
My guess is this is why Huawei wants in on the action