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.
Micron and Samsung executives say the memory shortage, driven by surging AI demand for HBM and server DRAM, will persist through 2028, with production capacity prioritized for AI over consumer devices.
CXMT claims its fifth-generation DRAM technology matches industry leaders Samsung and Micron, entering mass production while navigating US export controls.
Micron's CEO warned that memory supply will be significantly tighter in 2027 and 2028 than in 2026, signaling continued constraints on DRAM/HBM availability driven by AI demand.