More RAM: China enters the market with new high-frequency DDR5 chips

Chinese leading memory (DRAM) chip manufacturer ChangXin Memory Technologies (CXMT) debuts new DDR5 chips at a time when the market is experiencing significant price surges and shortages.

CXMT showcased a new lineup of DDR5 products, directly competing in a market dominated by Samsung, SK Hynix, and Micron.

The new chips feature a peak frequency of 8000 megabits per second and a die density of up to 24 gigabits (Gb).

The company introduced a total of seven modules and new products, including standard desktop computer memory (UDIMM) and laptop memory (SODIMM), as well as other specialized modules for servers, workstations, and various applications.

“CXMT’s DDR5 product line will be innovative memory solutions for server, workstation, and personal computer, meeting high-end market demands across diverse scenarios,” the company said in a press release.

In October, CXMT also released its latest high-speed and low-power LPDDR5X memory products, which are used in smartphones, portable devices, and various AI applications. The dies are available in 12Gb and 16Gb densities, with data rates of up to 10667 Mbps.

The announcement comes at a time when the DRAM market is experiencing a significant shortage, and prices are surging due to high demand from AI and data centers.

“The launch of these two key product lines will expand global memory chip supply and deliver multiple memory solutions for downstream customers,” CXMT said.

Chinese publication ICVIEWS reports that the new chip specifications rank among the top, and have reached “the mainstream high-end level.”

According to Luo Xiaodong, head of the marketing center at CXMT, the explosive growth in DRAM demand has had a significant impact on market supply and prices, highlighting the need for China to establish a stable domestic DRAM production capacity and reduce its reliance on overseas manufacturers.

The aggressive expansion into the DDR5 and LPDDR5X segments directly challenges the established big three players. However, it’s yet to be seen if this will materialize into downward pressure on RAM prices.

TrendForce previously forecasted that CXMT would dramatically expand its output, capturing 12% of the DRAM market share by the end of the year.

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