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CXMT has been offering DDR4 chips at about half the prevailing market rate
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Overview
CXMT has reduced DDR4 chip prices to approximately half of the current market rate, intensifying competition for Samsung Electronics and SK hynix in the high-bandwidth memory sector. This pricing strategy raises concerns about the exposure of Korean companies to the legacy DRAM market.
Summary from koreaherald.com.
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Hacker News · koreaherald.com
Hacker News discussion ↗
Historical count: 5 · 5 saved in sample · Historical sample
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Based on 5 sampled comments from this thread. Analyzed 2026-02-21.
- Praise: The aggressive pricing strategy of Chinese fabs could lead to significant market share gains if they maintain quality, challenging established players in the DRAM market.
- Praise: China's long-term investment in semiconductor manufacturing may finally yield competitive advantages, potentially reshaping the global landscape.
- Concern: The current pricing strategy of selling DDR4 chips at half the market rate raises concerns about sustainability and could be seen as a marketing ploy rather than a genuine competitive move.
- Concern: Western companies may be making a strategic error by focusing on short-term profits, leaving opportunities for competitors to gain traction in the market.