China’s CXMT is expanding its presence in the HBM market, aiming to capitalize on the AI frenzy, as the company is now reported to be converting a large chunk of its DRAM output. CXMT’s Capacity Shift Towards HBM Does Put the Idea of “Cheaper” Consumer Memory Under Threat Given how competitive the DRAM industry has become in recent times, it has opened up newer opportunities for Chinese memory manufacturers like CXMT. One of the more interesting talks in recent times is how DRAM suppliers from China are ‘somehow’ going to save gamers from the ongoing memory shortages, but it appears […]
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