Last September, when the memory bubble was just getting started, we said that inevitably "the cure for high commodity prices is, well, high commodity prices." While many financial market maxims have quietly ceased working in recent years thanks to rigged markets due to central bank interventions and market manipulation by both money printers and HFTs, this is one that will never fail, the only question is timing. Furthermore, there is one other thing that can be added as an ironclad footnote here, and that is that once China starts producing the commodity in question, what was formerly price euphoria quickly turns to collapse (as history so vividly demonstrates when looking at any of China's export markets, where price dumping always unleashes hell for domestic producers). Well, for memory chips, that time has finally come. You mean commodity DRAM prices won’t go to infinity? https://t.co/islKPtFQY2
— zerohedge (@zerohedge) May 22, 2026According to Tom's Hardware, Wccftech and techspot, Chinese semiconductor firms have begun flooding the market with domestically produced DRAM and NAND chips in a move that analysts say will drive down memory and storage prices, offering consumers some much-needed relief. Reports suggest that several leading global PC component manufacturers have already started using the chips in upcoming products.According to screenshots posted on X by tipster @wxnod, Corsair has integrated memory chips manufactured by Chinese DRAM maker ChangXin Memory Technologies (CXMT) into its next-generation memory modules. While Corsair typically sources memory chips from Micron Technology, elevated market prices have reportedly pushed the company to explore more cost-effective alternatives.CXMT DDR5 DRAM Die Appears in Corsair Memory pic.twitter.com/GRLeAUHtEN
