It was already cheap. The Chinese also want to shave us like sheep
The situation on the computer components market is currently very bad. We are talking about both low availability and high prices. The cheapest DDR5-4800 RAM modules with a capacity of 16 GB start at PLN 799, and for the more future-proof DDR5-6000 set with a capacity of 32 GB you have to pay a staggering PLN 1,699. Laptops, SSDs and graphics cards are also becoming more expensive from week to week.
The Middle Kingdom needs its own HBM3 dice
The reason for this situation, of course, is the artificial intelligence craze. The largest DRAM and NAND suppliers, i.e. Samsung, SK hynix and Micron, prefer to sell their dies to hyperscalers, who buy wholesale quantities and pay more. Thus, many people placed their hopes in Chinese manufacturers such as CXMT. Unfortunately, they also want to make money from AI.
The latest offers on the Chinese sales platform JD.com for RAM modules leave no doubt. Models from the largest manufacturers in the Middle Kingdom have caught up with Western standards. For example, a 32 GB set from KingBank costs 3,629 renminbi, i.e. the equivalent of approximately PLN 1,879. For a set of 64 GB you have to pay approximately PLN 3,499.
Unfortunately, CXMT has much lower production capacity than the Koreans or Americans. Additionally, business is not a charity. Some time ago, the Chinese announced that they would allocate a significant part of their DRAM lines to HBM3 memories, which are crucial for AI accelerators and offer a higher margin. Consumers can only wait and hope that the artificial intelligence bubble will eventually burst.
