😱 The memory market is about to change?

Domestic memory giant Changxin Storage's Q1 revenue skyrocketed by 719%, earning 24.7 billion yuan!
Rumors say Changxin DRAM chips are priced at only $150, while the global average price is three to four hundred dollars!
American company Corsair has already begun secretly testing Changxin's DDR5 chips, and Acer, Asus are also rushing to secure domestic supply chains.
Samsung's advisor has publicly warned that memory prices may crash by 2028!
The global semiconductor storage market is experiencing a dramatic price restructuring driven by Chinese production capacity.
According to the latest prospectus disclosed by the Shanghai Stock Exchange in May 2026, Chinese DRAM giant Changxin Storage (CXMT) achieved an operating revenue of 5.08 billion yuan in the first quarter of 2026 (about $7.5B), a significant year-on-year increase of 719.13%.
Net profit attributable to parent company shareholders reached 2.48B yuan (about $3.6B), turning losses into profits and surpassing most A-share tech companies.
The explosive growth in financial data appears to be driven on the surface by the supply and demand tightness of DRAM and high-bandwidth memory (HBM) caused by generative AI and the cyclical rebound in prices, but the deeper driving force is the capacity release of Chinese storage manufacturers after process breakthroughs.
Currently, Changxin Storage accounts for about 7.7% of the global DRAM market, while Yangtze Memory Technologies (YMTC), focused on flash memory, has captured 11% to 13% of the global NAND flash market.
Market intelligence shows that some specifications of Changxin Storage's DRAM chips are quoted at only $150, while the average price of similar products worldwide is between $300 and $400, with overall pricing typically over 15% lower than industry leaders like Samsung, SK Hynix, and Micron.
This price gap is rapidly penetrating the global consumer PC and server supply chains. Hardware brand Corsair has been found testing and using Changxin Storage's chips in its Vengeance DDR5 Vengeance memory modules, and mainstream PC manufacturers like Acer and Asus have also explicitly demanded suppliers increase procurement of Chinese storage chips.
The rapid expansion of capacity has raised alarms among traditional monopoly giants.
Kyung Kye-hyun, former head of Samsung Electronics' Device Solutions (DS) division and current advisor, publicly warned at the Seoul Institute of Engineering forum that with Chinese companies' extremely aggressive capacity expansion, a supply surge of storage chips will fully erupt from late 2027 to the first half of 2028, putting enormous downward pressure on global memory prices.
He also pointed out that if Big Tech's capital expenditure on AI does not yield expected returns, the storage industry may face a double decline in prices and demand after 2028.
In the long run, the global storage industry, which has long relied on the business model of controlling production and prices by the three giants, is being thoroughly disrupted by the IPO wealth effects and scaled delivery of Changxin and Changsheng.
As China's two major storage bases in Hefei and Wuhan achieved electronic information industry growth rates of 74.2% and 62.4% respectively in Q1 2026, this storage chip democratization movement driven by computing power infrastructure is transforming the originally high-margin hardware profits into purely low-margin industrial distribution. The era of giants profiting from technological blockade and monopoly premiums is coming to an end.