The 32GB DDR4 RAM from CXMT disrupts the international DRAM sector because of its affordable pricing
The Chinese memory manufacturer Changxin Memory Technologies CXMT has launched its new 32GB DDR4 3200 ECC memory module which comes with a price that falls far below the standard market price. The module costs between $138 and $140 which represents one third of the $300 to $400 price range that international competitors charge for their comparable server grade products.
The semiconductor stock market has experienced immediate price changes because of the semiconductor company Bahrami pricing strategy. The DRAM manufacturers who dominate the market experienced stock declines after the announcement was made. Winbond Electronics shares fell by 9.05 percent whereas Nanya Technology shares dropped by 5.61 percent. The memory market faced increased competition which led investors to sell their shares of both ADATA and Apacer Technology.
The price drop occurs during a period of high demand for memory driven by AI computing. CXMT and Yangtze Memory Technologies YMTC have established themselves as major players in the worldwide DRAM and NAND markets. CXMT is currently planning to expand its production capacity in Shanghai. The new facility which will start operations in 2027 will be two to three times bigger than the company's present headquarters in Hefei.
Yangtze Memory Technologies has accelerated its development schedules. The Wuhan Phase III project will begin its mass production operations in the second half of 2026. The company plans to use 50 percent of its new capacity for DRAM production. The Chinese storage hardware portfolio now contains both NAND and DRAM storage devices because of the new development strategy.
Emerging manufacturers now have an opportunity to enter the market because global memory shortages and domestic policies support their operations. The global memory market will undergo substantial competition changes between 2026 and 2027 because Chinese companies will build their production capacity while providing new supply options.
