#Dram

According to Edgewater Research, NVIDIA has signed multi-year agreements with SK hynix and Micron for DRAM and HBM supply amid a global memory shortage that, by estimates, may last until 2028.

🇨🇳 Chinese CXMT has announced plans to capture 30% of the global memory market by 2030. The company is building a sixth factory and is already doubling capacity, challenging Samsung and SK Hynix. 📉🚀 #CXMT #DRAM #ChinaTech

🇨🇳 HP, Asus, and Acer have started using Chinese CXMT memory due to DRAM shortages. This is not about saving money — it's about supply guarantees. However, there are risks of conflicts with Samsung and Micron. #CXMT #DRAM #Laptops #Technology

Huawei is launching its own DRAM memory chip production in partnership with Swaysure. The new factory, with a capacity of 140,000 wafers per month, aims to reduce dependence on global suppliers and bypass US sanctions. 🇨🇳💾🚀