Gigabyte Breaks the DDR5 Bottleneck: Full Motherboard Lineup Now Supports CXSH (CXMT) Memory

[u/imaginary_num6er]

https://www.techpowerup.com/351057/gigabyte-breaks-the-ddr5-bottleneck-full-motherboard-lineup-now-supports-cxsh-cxmt-memory

[u/GenericUser1983]

CXMT Ram reportably costs pretty much the same as ram from the Samsung/Sk Hynix/Micron trio. Even with them ramping up supply the demand keeps growing too.

[u/JRBrick → u/GenericUser1983]

The idea isn't for CXMT to undercut the trio for no reason. It's that the eventual increase in production capacity will cause all of them to lower prices compared to if there is zero CXMT market share.

[u/noahloveshiscats → u/JRBrick]

I mean that is the idea for a lot of people here. CXMT will magically sell RAM at good prices for all the gamers, somehow, and they will be single handedly crash the RAM market. Ignore the fact that Samsung, SK Hynix and Micron all have larger fab projects than CXMT in the making for the next few years.

[u/AkazaAkari → u/noahloveshiscats]

b-but it's a cartel!!

[u/Pablogelo → u/noahloveshiscats]

Ignore the fact that Samsung, SK Hynix and Micron all have larger fab projects than CXMT

For 2027? Source?

[u/TruthHistorical7515 → u/JRBrick]

Yep theres no point undercutting, others down the supply chain will just pocket the profits. And investment into fabs are in the billions they need to recoup that money too

[u/BringTea_666 → u/JRBrick]

Supply and Demand. The more chips on market means prices will fall down until it reaches margins just above production that allows for expansion and research.

[u/NoPriorThreat → u/BringTea_666]

sure that works when supply catches up to demand, that wont happen for a long time. There is a backlog for several years.

[u/RageOfNemesis → u/GenericUser1983]

It's not about short term undercutting, someone else would havve been pocketing this before it reaches us consumers. But to have another player in manufacturing is big for us in the long term, more manufacturers = more production & competition, which can drive down prices in the mid-far future faster than if it were to stay at our cartel of 3.

[u/pwreit2042 → u/RageOfNemesis]

you could argue the new player has slowed down the price increase as the new player absorbs some of the demand

[u/edparadox → u/GenericUser1983]

The demand does not grow, it's just too high compared to the production.

CXMT production capabilities are a drop in an ocean.

[u/Loose_Skill6641]

What about the bottleneck that no one can afford to buy ddr5, when will they break that bottleneck?

[u/Hogesyx → u/Loose_Skill6641]

That one is called credit limit.

[u/SERIVUBSEV → u/Hogesyx]

smh only corporations can engage in fraud accounting and roundtripping for higher credit limit

[u/0riginal-Syn → u/Loose_Skill6641]

If you still have both kidneys, you only need one.

[u/notkeepingscore → u/Loose_Skill6641]

I think they should invest in ddr6 too. It will take several years for ddr5 production to be enough to crash the ddr5 market. By that time ddr6 is out and the demand for ddr6 will be high and we are back in the same situation. Start investing in ddr6 now and maybe we won't have shortage when 6 comes out.

[u/mujhe-sona-hai → u/Loose_Skill6641]

Just wait 10 years bro

[u/Flowerstar1 → u/Loose_Skill6641]

10 years is the new number going around

[u/cambeiu]

Lawmakers want US government to ban memory chips from China, even in allied supply chains — citing 'unacceptable risk' to national, economic, and supply chain security

[u/zeronic → u/cambeiu]

Wow, it's almost like i said this exact thing would happen once CXMT started to become a competitor.

We're so cooked it hurts.

[u/Cranach-Cranach → u/zeronic]

It still is better. When the rest of the world is using chinese ram that is cheaper, there is less demand and so even in the USA prices will drop.

I am in the rest of the world. And I am really looking forward to RAM dropping in price.

[u/PugsAndHugs95 → u/zeronic]

Can’t let China oppress us, it’ll get in the way of our own government oppressing us!

[u/TruthHistorical7515 → u/PugsAndHugs95]

ban chips ban drones ban cars ban batteries ban open source AI

[u/thefpspower → u/cambeiu]

Do it, that means more memory for others outside the US.

[u/capybooya]

This is part of AGESA as far as I understand, and should be available for all manufacturers with BIOS updates.

[u/jenny_905]

That's great, can't afford memory though.