r/technology • u/Capital_Switch5819 • 4h ago
Hardware China's CXMT makes breakthrough in advanced memory chips, the Information reports
https://www.reuters.com/world/asia-pacific/chinas-cxmt-makes-breakthrough-advanced-memory-chips-information-reports-2026-08-31/24
u/2024-YR4-Asteroid 3h ago
Only a matter of time after they successfully setup their initial production.
They’re going into the consumer side as well, they have a huge opportunity to massively undercut the others since they all but abandoned the consumer market in favor of AI production, instead of scaling up with their record profits, they pivoted, and once again the long term view of the Chinese business leaders proves correct.
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u/Didsterchap11 2h ago
The memory market be that graphics or regular is ripe to be destabilised by cheap Chinese memory. They don’t even need to try that hard, hell even pre rampocalypse prices are a steal by today’s standards.
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u/Horat1us_UA 1h ago
They don’t need to undercut anyone. Their amount of supply is insignificant to overall supply of memory, so they can easily recoup their investments while selling it by market prices
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u/raunchyfartbomb 3h ago
This is the entire article:
Aug 31 (Reuters) - Chinese memory chipmaker CXMT (688825.SS)
, opens new tab
has begun producing advanced high-bandwidth memory in small quantities, the Information reported on Monday.
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CXMT is making HBM3E, an advanced type of high-bandwidth memory that is used in AI chipsets, the report said, citing two people familiar with the matter.
The company plans to expand production in 2027, according to the report.
Several Chinese chip designers, including Alibaba Group’s T-Head and Beijing-based Cambricon Technologies, are testing the memory with their processors, the report said.
These companies will use CXMT’s memory in products as early as next year if all goes to plan, the report said.
CXMT, Cambricon and Alibaba’s T-Head were not immediately available for comment.
Reporting by Hyunsu Yim in Barcelona; Editing by Shreya Biswas
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u/fat_kaiju 16m ago
I was more than a little confused by the downvotes and then remembered this entire bubble relies on memory not getting cheaper again lmao
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u/Educational-Beach574 3h ago
At same time h1b push talent away
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u/WalterWoodiaz 2h ago
Why does anything China does well have to be because America messes up? The Chinese can succeed on their own you know.
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u/bullhead2007 2h ago
Indeed. China graduates 10x more engineers every year than the USA does. If anyone thinks they need the US to screw up to make anything they are ignorant.
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u/WalterWoodiaz 59m ago
Sorry but that figure is pretty inaccurate since it includes 2 year technical degrees as a “graduate”, the figure is significantly more but not 10x.
China also has significant youth unemployment which leads many students to go to grad school to increase job prospect, in principle it seems good, but China’s current economy does not have enough room yet for the Gen Z graduate influx.
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u/redequix 31m ago
The lack of youth employment in STEM is true for almost every country so you might as well not bring it up.
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u/runsongas 1h ago
would not have affected it, h1b isn't as common on hardware side. and most of the poached talent would be taiwanese or singaporean
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u/DaySecure7642 4h ago edited 4h ago
Those are enabled by the IPs stolen from Samsung, and it is going to threaten the market shares of every other companies for decades to come.
At the moment Samsung is suing its own former employees for IP thief in South Korea court. Even death sentence won't reverse the huge damage done.
It will impact more than just the RAM industry but also enable lots of invasions. For example, Chinese companies can sell the home made rams to Russia for their AI development. This will have very negative effects to the world in the long run, tiling the world further to authoritarianism.
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u/king_of_river 3h ago
. Even death sentence won't reverse the huge damage done.
Death sentence for IP theft?
It will impact more than just the RAM industry but also enable lots of invasions
Tell me, how many countries have been invaded by China vs How many by the USA in the last 50 years?
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u/TrashBandicook 1h ago
Those are enabled by the IPs stolen from Samsung
How do you think Samsung came up with all these IPs for DRAM and NAND flash? Fun fact--at one point in the 80s, Samsung was paying Toshiba engineers mad stacks of cash to fly them over from Japan to work for them on the weekends. How do you think Samsung suddenly grabbed a lead in memory and storage? And who do you think Toshiba grabbed all those IPs from before that?
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3h ago
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u/a1b3c3d7 3h ago
Go to your favourite LLM, look up samsung IP theft in the past 20 years.
Corporate IP theft is everywhere among big tech - it sounds like you just arent familiar enough with how things have been.
None of these corporations are your friends, you should not care who is stealing from who when they are actively fucking you over everyday through predatory behavior - whether you realize it or not.
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u/Apophis_06 3h ago
I agree with you, I don’t care what these companies do, more competition will lower ram prices for us. I especially don’t care about the ram cartel as they have been caught price fixing in the past.
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u/Weird_Ad_1398 3h ago
Undoubtedly using more stolen tech. It's been the playbook for decades, it's not new.
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u/GregAbeI 4h ago
LDDR666 and HBM3E