An ex-Samsung chip executive predicts that aggressive investments by Chinese memory manufacturers like CXMT could lead to a RAM price drop in the second half of 2027, as increased supply outpaces demand.
Quote: ..., the former executive remarked that Chinese companies are investing aggressively to boost their memory chip production. According to him, if these investments are successful and lead to an increase in output, then the surge in supply could cause prices to fall a year from now in the second half of next year. [https://wccftech.com/ex-samsung-chip-boss-says-chinas-dram-blitz-could-crush-the-414-ddr5-price-spike-within-a-year/](https://wccftech.com/ex-samsung-chip-boss-says-chinas-dram-blitz-could-crush-the-414-ddr5-price-spike-within-a-year/) From google AI: [https://www.google.com/search?q=CXMT+capital+expenditure](https://www.google.com/search?q=CXMT+capital+expenditure) Quote: ChangXin Memory Technologies (CXMT) had a massive Q1 2026 profit surge of 1,688%, the company is investing in HBM packaging and advanced DDR5, aiming to increase capacity from \~280,000 to over 300,000 wafers per month. \[[1](https://www.reuters.com/world/asia-pacific/chipmaker-cxmt-plans-shanghai-listing-with-42-billion-valuation-sources-say-2025-10-21/), [2](https://finance.yahoo.com/news/chinese-memory-maker-reportedly-preparing-121844924.html), [3](https://biz.chosun.com/en/en-it/2026/02/19/Z2OXP6WG2FDYHNAI6G5AGQM2CM/), [4](https://asia.nikkei.com/business/tech/semiconductors/china-chipmaker-cxmt-logs-1-688-profit-surge-amid-global-memory-crunch), [5](https://x.com/zephyr_z9/status/1991785444754006048)\] **Key Capital Expenditure and Expansion Details (2025-2026)** * **Expansion Funding:** CXMT is using funds from a planned $4.2 billion Shanghai IPO to fund expansion. * **Investment Focus:** Proceeds are allocated towards phase II wafer fabrication, technical upgrades, and next-generation R&D. * **Production Growth:** The company is expanding capacity to 300,000+ wafers per month to support the AI-driven "memory chaos" demand. * **HBM Development:** CXMT is investing in HBM back-end packaging in Shanghai, aiming for 30,000 wafers per month in initial HBM capacity by late 2026.
Global RAM manufacturers are expected to meet only 60% of demand by end of 2027, with shortages potentially lasting until 2030, as chipmakers prioritize high-bandwidth memory for AI data centers over consumer electronics. Price increases are already affecting phones, laptops, VR headsets, and gaming devices.
AI-driven demand for high-bandwidth memory (HBM) is constraining consumer RAM production, causing price increases for devices like cheap smartphones, especially in emerging markets.
An analysis of the 2026 memory price spike and its impact on Apple's supply chain, discussing Apple's negotiating leverage and historical cyclicality in semiconductor markets.
The PC DIY market is facing a significant downturn in 2026 due to high RAM and CPU prices, chip shortages driven by AI demand, and a slowdown in NVIDIA GPU upgrades, leading major manufacturers like ASUS and MSI to slash shipment forecasts.