China’s cut-rate DRAM tests Samsung, SK in HBM4 race
Summary
CXMT reportedly offers DDR4 chips at roughly half the market price to gain share, challenging Samsung and SK hynix in the DRAM market. The piece links rising DDR4 prices to CXMT's price strategy and notes HP, Dell, Asus, and Acer evaluating CXMT memory, with Shanghai capacity expansion toward HBM3/HBM3E and broader implications for legacy memory profitability.