The Chinese firm, Changxin Memory, has introduced 32GB DDR4-3200 ECC memory modules at what’s being called a “reduced” price point of $138. This figure represents merely about one-third of the prevalent international market rate, which currently sits between $300 and $400.
This bold maneuver instantly triggered market turmoil. The most impacted players within the DRAM sector were titans Winbond Electronics and Nanya Technology; their shares plummeted by 9.05% and 5.61% respectively in a single day’s trading. Furthermore, stocks for Phison Electronics, Pinnacle Technologies, Crystal Technology, Chipone Technology, ADATA Technology, Apacer Technology, and Huadong Technology saw their gains more than halved from their daily highs, clearly indicating widespread panic across the industry segment.
Underneath these market gyrations lie fundamental structural shifts in the global memory landscape. Due to the explosive surge in demand for Artificial Intelligence computing capabilities, the worldwide memory market has entered a fresh super-cycle. This has led to substantial spikes in the cost of related products leading up to the close of 2025, thereby disrupting the manufacturing schedules for numerous electronic goods slated for 2026.
Against this backdrop, major Chinese memory manufacturers, including Changxin Memory and Yangtze Memory, are intensifying their capacity expansions, keen to capitalize on the evolving market conditions.
About the Author
