THE MEMORY CARTEL IS ABOUT TO FALL.
China is now coming for the AI memory market — and this could change everything.
An ex-Samsung chip boss says heavy Chinese investment in memory could crush the 414% DDR5 price spike within a year.
Goldman is already calling it “RAMageddon.”
Right now, Samsung, SK Hynix, and Micron control nearly 70% of global DRAM. And in just 3 months, DDR5 prices reportedly jumped from $6.84 to $27.20.
That’s the cartel problem.
But now China is gearing up to flood the market with cheaper memory.
And cheap memory means cheaper AI compute.
Cheaper AI compute means more access.
More access means the cartel starts cracking.
After dominating AI tools, China now looks ready to shock the AI RAM industry too.
What do you think — is China about to become the new king of memory chips? 🤔
China AI | DDR5 | DRAM | AI compute | Samsung
Follow
futurewalt.ai for more AI updates 🚀
#ai #artificialintelligence #china #semiconductors #memorychips