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China policy containment eases DDR5 price fears as Taiwan's DDR4 supply sells out

  • Digitimes faviconDigitimes

    By Levi LiSep 22, 2025, 6:57 pm548 ptsHotTop
    photo of China policy containment eases DDR5 price fears as Taiwan's DDR4 supply sells out imageChina's AI-driven supply chain expansion is reshaping the DRAM landscape. CXMT, the country's top DRAM producer, will pivot entirely to DDR5, LPDDR5, and high-bandwidth memory (HBM) in 2025. While fears of oversupply had raised concerns of DDR5 price swings, industry sources say Beijing is ring-fencing advanced…
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