CXMT's DDR5 memory is apparently not as cheap to procure as reports claim, falling in the same range as DRAM from other manufacturers.
CXMT DDR5 Memory Prices Are Similar To Samsung, SK Hynix & Micron - The Only Advantage Is That They Have Supply For Client Markets
China's premier DRAM maker, CXMT, has been seen as the savior of the client segment. The manufacturer is investing big time in setting up new factories to double its memory production, and is already working with global vendors to supply its DRAM solutions.
Since the beginning of the DRAM crisis, eyes have been on CXMT to enter global markets, and, well, in a way, they are already doing that. But there have also been reports floating around that CXMT memory is going to solve the price hikes that currently grip the consumer segments. Well, we talked to several RAM makers at Computex, and the truth is far from that.
We were told by multiple memory vendors that CXMT memory isn't that cheap, and the prices of their DDR5 solutions are almost on par with the big three manufacturers: Samsung, SK Hynix, and Micron. It looks like CXMT's advantage stems from the fact that they have more DRAM at their disposal since they are not supplying or prioritizing premium solutions like HBM and SOCAMM for AI customers. CXMT is so far unable to match the technology and processes of its global rivals, hence the only bet they have is to stick with traditional DRAM opportunities.
The CXMT DDR5 memory, although achieving rapid progress, is only viable for entry-level & mainstream memory modules. The highest speeds we have seen so far are 8000 MT/s, and there are also RDIMMs that are now in production. But when it comes to premium solutions such as CUDIMM, CQDIMM, MRDIMM & CSODIMM, the company still lags behind the competition.
We were also told by several vendors that they are currently validating the use of CXMT DDR5 DRAM for their own modules, but these will only be used on entry-level solutions. The modules will first be targeted at Chinese markets, and then gradually enter global supply once better bins are available.
Also, CXMT doesn't force penalties on its DRAM customers. The global memory makers are currently forcing their customers to pay full costs towards securing additional supply. If no payments are made, you'll not only receive your order but also receive a heavy penalty for the next order. So CXMT is flexible, and that allows them to attract memory vendors. So it's the same prices, minus the drama and penalties with CXMT.
Follow Wccftech on Google to get more of our news coverage in your feeds.
