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Chinese memory makers are dumping DDR4 memory on the market for less than reused chips — undercutting South Korean rivals' pricing by 50%
As established players shift to DDR5 and HBM3, CXMT and Fujian Jinhua offer huge discounts.
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. Reacting to this intense price pressure, Korean DRAM firms are reducing their DDR4 production and shifting to DDR5 and HBM3 memory - ICs that Chinese vendors cannot mass produce right now. Changxin Memory recently faced a production setback due to a human error that resulted in 65,000 wafers being scrapped, impacting its ability to meet delivery schedules.
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