Chinese semiconductor manufacturers have begun actively increasing the supply of DRAM and NAND chips. Analysts believe this could lead to a decline in memory and storage device prices following a period of shortages. The first signs of this shift are already visible in the supply chains of major global component manufacturers. This is reported by Ixbt.com .
According to insiders, Corsair has started using chips manufactured by China's ChangXin Memory Technologies (CXMT) in its new RAM modules. Traditionally, Corsair relied primarily on Micron Technology products, but rising market prices have forced manufacturers to seek cheaper alternatives. Specifically, CXMT chips are being used in Corsair Vengeance DDR5-6000 modules, signaling that Chinese memory chips have entered the mass consumer segment.
CXMT is China's largest DRAM manufacturer and recently entered the DDR5 market. The company currently controls about 7.7% of the global DRAM market and supplies products to tech giants such as Alibaba, Tencent, and ByteDance. Meanwhile, other Chinese companies like YMTC and Jiahe Jinwei are expanding NAND solutions for servers and data centers, intensifying competition with industry leaders like Samsung, SK Hynix, and Micron.
CXMT's financial performance reflects the rapid growth of this sector. In the first quarter, the company's revenue grew by more than 700% year-on-year, reaching 50.8 billion yuan (approximately $7.4 billion). The company has moved past its loss-making period to become profitable and is preparing for an IPO on the Shanghai Stock Exchange.
Analysts warn that the expansion of Chinese production could cool the "supercycle" in the memory market caused by AI infrastructure demand. According to forecasts by Samsung Electronics experts, price growth will stabilize by 2028, and the aggressive increase in production capacity could return prices to pre-shortage levels.
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