Chinese Firms Set for Market Growth as the Global Memory Super Cycle Heats Up

Chinese firms set for market growth as the global memory super cycle heats up

Eye-watering DRAM prices are bad news for consumers and smartphone brands, but present an opportunity for Chinese firms led by CXMT and YMTC.

How hair-raising prices for memory chips could take China’s top makers to new heights

In the world’s biggest wholesale electronics marketplace in the bustling Huaqiangbei district of the southern Chinese metropolis of Shenzhen, memory is the new gold. On a Tuesday in January, a merchant surnamed Ye held up a list of prices that looked more appropriate for luxury goods than humble…