Memory expert suspects RAM price drop in 2027'H2 due to china heavy investments

Quote: ..., the former executive remarked that Chinese companies are investing aggressively to boost their memory chip production. According to him, if these investments are successful and lead to an increase in output, then the surge in supply could cause prices to fall a year from now in the second half of next year. https://wccftech.com/ex-samsung-chip-boss-says-chinas-dram-blitz-could-crush-the-414-ddr5-price-spike-within-a-year/

From google AI: https://www.google.com/search?q=CXMT+capital+expenditure Quote:

ChangXin Memory Technologies (CXMT) had a massive Q1 2026 profit surge of 1,688%, the company is investing in HBM packaging and advanced DDR5, aiming to increase capacity from ~280,000 to over 300,000 wafers per month. [1, 2, 3, 4, 5]

Key Capital Expenditure and Expansion Details (2025-2026)

• Expansion Funding: CXMT is using funds from a planned $4.2 billion Shanghai IPO to fund expansion.
• Investment Focus: Proceeds are allocated towards phase II wafer fabrication, technical upgrades, and next-generation R&D.
• Production Growth: The company is expanding capacity to 300,000+ wafers per month to support the AI-driven "memory chaos" demand.
• HBM Development: CXMT is investing in HBM back-end packaging in Shanghai, aiming for 30,000 wafers per month in initial HBM capacity by late 2026.