Chinese memory makers are dumping DDR4 memory on the market for less than reused chips — undercutting South Korean rivals' pricing by 50%

CXMT.

Chinese DRAM makers Changxin Memory (CXMT) and Fujian Jinhua are aggressively expanding production and cutting prices, reports DigiTimes. Right now, the two manufacturers sell their DDR4 components with a 50% discount compared to similar ICs made by South Korean makers and in some cases, these DRAMs are even cheaper than reballed memory chips.

CXMT's production capacity has surged from 70,000 wafers per month (WPM) in 2022 to 200,000 WPM in 2024, the report says. The company aims to increase its output to 300,000 wafers per month and capture 11% of the global DRAM market in the coming years. Fujian Jinhua, despite being sanctioned by the U.S. government, has also managed to ramp up its DDR4 production.