Is China Entering the Global Memory Supply Chain?
About this episode
The episode discusses China's CXMT's growing role in the global DRAM market and the implications of memory as a commodity.
Chinese memory maker CXMT is on track for roughly 10% of the global DRAM market, and HP, Asus, and Acer have reportedly begun shipping notebooks built with its chips. Adam Goodwin and Greg explain why memory behaves like a commodity, why bit density determines both performance and cost, and how a three-firm market led by Samsung, SK Hynix, and Micron ended up short on supply. They trace CXMT's position to equipment bought ahead of anticipated export controls, a validated end user license gran...
People in this episode
Host: Greg
Guest: Adam Goodwin
Topics covered
- global memory supply chain
- DRAM market
- commodity behavior
- bit density
- export controls
Keywords
- CXMT
- DRAM
- memory market
- export controls
- bit density
- supply chain
- notebooks
Mentioned in this episode
Organizations: CXMT, HP, Asus, Acer, Samsung, SK Hynix, Micron
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