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# We thought Chinese companies could save us from the DRAM crisis, but they're charging just as much as the big three

**[XDA Developers](https://daily.dev/sources/xda-developers)** · 4 min read · 0 upvotes · 0 comments

## Summary

CXMT's Chinese-made DRAM chips were expected to undercut Samsung, SK Hynix, and Micron pricing, but retail kits using CXMT chips cost about the same as the big three. CXMT lacks EUV lithography access, giving it a higher cost per bit, and it now answers to public shareholders after a Shanghai listing, so there's little incentive to discount. TrendForce forecasts DRAM contract prices rising 10-15% quarter over quarter in Q4 2026, with PC memory's share of capacity shrinking further in 2027. CXMT is expanding capacity toward 600,000 wafers per month, but most new output stays in China, so relief for builders elsewhere isn't coming soon.

## Full article

daily.dev links to this article rather than hosting it. Read it at the original source: <https://www.xda-developers.com/we-thought-chinese-companies-could-save-us-from-the-ram-crisis-but-theyre-charging-just-as-much-as-the-big-three>

## Questions this post answers

### Are CXMT-based RAM kits actually cheaper than Samsung or SK Hynix kits right now?

No, CXMT-made RAM kits from brands like KingBank and Gloway are priced about the same as kits using Samsung, SK Hynix, or Micron chips. CXMT lacks access to EUV lithography due to export controls, so it builds on older process nodes with a higher cost per bit, leaving little room to undercut competitors, and it now has public shareholders to satisfy after its Shanghai listing.

_Builders deciding between RAM brands during the DRAM shortage can track pricing analysis like this on daily.dev._

### Will DRAM prices come down soon because of increased Chinese manufacturing capacity?

Not soon. TrendForce's forecast published at the end of September 2026 projects conventional DRAM contract prices rising 10% to 15% quarter over quarter in Q4 2026, with suppliers prioritizing advanced capacity for servers. CXMT is expanding toward roughly 600,000 wafers per month of capacity, but most of that new output is expected to stay in China, so relief elsewhere will be gradual and industry-wide rather than driven by one company.

_Anyone timing a PC build around falling memory prices can follow supply forecasts like this on daily.dev._

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