r/pcmasterrace • u/chusskaptaan i5 14400 + MSI 3070 • Aug 22 '26

News/Article China's Memory Maker CXMT Used Stolen Samsung Tech to Skip Years of R&D, Former Engineer Testifies

https://respawnfirst.com/chinas-memory-maker-cxmt-used-stolen-samsung-tech-to-skip-years-of-rd-former-engineer-testifies/
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u/PeachMan- R7 5700X3D, RX 7800XT Aug 22 '26

I don't think prices will go back down to where they were, HOWEVER, anything to relieve some of the pressure is good in my opinion. If CXMT can start making some competitive RAM and stop the prices from continuing to increase, that's a win.

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u/gianmk Aug 22 '26

CXMT are selling their rams at same price as the big boys. Its just a big collusion party and we are footing the bill.

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u/Cruxis87 9800x3d|5080 TUF OC|32gb 6000cl30 ddr5 Aug 22 '26

when the news came out they were going to do this, people genuinely thought they were going to flood the market with cheap ram.

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u/pendelhaven Aug 22 '26

it's pointless to sell the ram cheap because scalpers will just buy them out and resell them at market price.

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u/TrashBandicook Aug 23 '26

when the news came out they were going to do this, people genuinely thought they were going to flood the market with cheap ram

And they will. DRAM plants aren't something you can just click the build button and have it up and running overnight. I know it's hard to believer, but DRAM is no less a commodity than any other out there. It's subject to supply and demand. And CXMT shouldn't have too many issues catching up to Micron in capacity.

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u/Scoo_By PC Master Race 25d ago

they were going to flood the market with cheap ram.

China does that. They did that with smartphones. As long as it's cheap, I don't really care if they harvest my data. I'd choose cheap ram over expensive ram when both companies are harvesting my data anyways.

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u/Pooled-Intentions Aug 22 '26

For now. Then when demand is met? It’s a Mexican standoff right before a race to the equilibrium price.

“Bottom” is the usual quote but it might give people the idea I mean “cheap”.

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u/SirNedKingOfGila Aug 22 '26

The demand will never be met. Not until long after your ability to own compute power is long dead. Data center hardware gets torn up extremely quickly. Even sustaining one requires a constant stream of new hardware.

Meanwhile personal computer companies are going out of business. While GPUs and RAM are out fucking off with crypto and AI guess who has been taking enormous losses? Corsair. Thermaltake. Gigabyte. If you find a RAM chip somewhere in the future good luck buying a motherboard to put it in or a power supply to run it.

Look guys, we had a good run.

Yesterday computers were owned by corporations and were as big as a house and you had to rent time on them.

Then for a brief few decades we had PCs and it was beautiful and fun and ultimately fleeting.

Tomorrow computers will be owned by corporations and will be as big as a house and you will rent time on them.

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u/Yvese 9950X3D, 64GB 6000, Zotac RTX 4090 Aug 22 '26

This is a silly take. The capex isn't sustainable if they can't make money off it. They will learn this sooner than later, if not already.

It's possible it's just sunk cost at this point and they're just playing musical chairs until the music stops and they're all trying to be the last one.

Mark my words, there will be a crash and they will be bailed out. That is 100% the plan. We are long overdue a big recession or worse, and with the US' debt at 40T and climbing with no plans to reduce spending or increase taxes, this could be the big one.

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u/[deleted] Aug 23 '26

[deleted]

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u/Yvese 9950X3D, 64GB 6000, Zotac RTX 4090 Aug 23 '26

Dude you're talking about ONE of the big companies needing netflix-level sub numbers if renting out compute was their endgame. What happens when we reach that? Simple, datacenter demand collapses since there's only so much subscribers out there and a limit to the price people will pay.

I also think you're underestimating demand. You think grandma is gonna rent out that shit? You think the hillbillies in bum fuck no where cares about compute power when all most people want is to doom scroll and watch stupid shit which nearly any device can do?

Lastly, streaming games still SUCKS and just recently the FCC abolished the gigabit speed goal. Good luck playing games on that satellite internet lol.

Fearmongering the end times isn't gonna help man. Just wait it out.

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u/somethingbrite Aug 23 '26

"Just wait it out"

Sadly the companies in the home pc space can't wait it out. Some are going bust this year already, the rest will follow.

None of the big movers in this give a fuck if the reality of streamed gaming sucks... but significant hyperscalers have already voiced that this is an end goal they would like to see.

As for your grandma and the hillbillies? They pretty much already stream everything, they are already the captive rent market to whom a mobile device and a low cost box at home to access the subscription streaming service will appeal the most because they never could afford an enthusiast grade gaming PC anyway.

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u/foolish_shrimp Aug 22 '26

None of this AI stuff is profitable, it doesn’t make people more productive and even although it's being sold at a loss, users complain about the price.

This specialised, very densely packed AI hardware, maybe it's useful for game streaming? or supercomputer work, I just, can't see this replacing the mean average computing task. Adobe could buy a bunch of space and use it to offer an all in one Creative Suite with compute package? but uploading all your files is going to take forever for the target audience.

The people who need a PC to do basic office work, it's just not something that could ever need cloud computing. If the basic box exists and like, the concept of creative industries exist, higher end PC's will too.

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u/Scoo_By PC Master Race 25d ago

The people who need a PC to do basic office work

Me. My father and I own a manufacturing business, that just requires using Word, Acrobat, and printing/scanning. We can't care less about cloud computing.

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u/SirNedKingOfGila Aug 23 '26 edited Aug 23 '26

None of this AI stuff is profitable,

Doesn't need to be, you are thinking old-school.

it doesn’t make people more productive

It doesn't need to, it will be forced on us regardless.

users complain about the price.

Everybody is complaining about groceries, gasoline, and media subscriptions and yet they are buying every dollar of it.

I just, can't see this replacing the mean average computing task.

Your lack of vision is not central to Microsoft's nor palantir's plan.

Adobe could buy a bunch of space and use it to offer an all in one Creative Suite with compute package?

They already have this.

but uploading all your files is going to take forever for the target audience.

What files? You can't afford to store anything locally. You have no computers. You're renting cloud storage and compute power. Upload and download is nothing but a video stream.

people who need a PC to do basic office work

People? Basic office work isn't for people. AI agents are already handling the vast majority of office work. What kind of lunatic would pay somebody to respond to an email or create a spreadsheet in 2026????

If the basic box exists

Okay I think we found the crux of your misunderstanding. The box doesn't exist. It's being purposefully eliminated as we speak. Why in the world would they allow you a "box" when they can charge you for the compute power and storage on a subscription basis for hundreds of times more money than you would pay for the hardware?

the concept of creative industries exist,

They don't. AI is already beginning to fulfill all of the creative needs you have never asked for. Boomer. You rally against this new technology and you have faith that the next generation will see things as you do. The next generation is being raised on slop. They're being fed slop in the classroom. Slop is all they know. They don't know how to read. They don't know how to think.

The personal computer will be dead within the consciousness of the average consumer by next year. It may persist as a niche market for the wealthy for a while longer... But you will live to see the absolute end of personal compute power. Mark my words.

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u/foolish_shrimp Aug 23 '26

They don't. AI is already beginning to fulfill all of the creative needs you have never asked for. Boomer. You rally against this new technology and you have faith that the next generation will see things as you do. The next generation is being raised on slop. They're being fed slop in the classroom. Slop is all they know. They don't know how to read. They don't know how to think.

Some of the oldest writing we have is old people complaining that the next generation will be the death of all culture and end of the world.

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u/SirNedKingOfGila Aug 23 '26

I would hardly call Bill Gates and Peter thiel "The next generation". The reality is that the next generation are the victims. Yes, the world is being stolen from them.

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u/foolish_shrimp Aug 23 '26

The next generation is being raised on slop. They're being fed slop in the classroom. Slop is all they know. They don't know how to read. They don't know how to think.

This is you bemoaning the death of culture because of the youth. People are always saying this shit. It will be fine, the kids are ok actually.

I generally think that the 'death of personal compute' thing is very overblown. People still buy and play nes games on original hardware that is 40 years old. Film photography is incredibly popular, vinyl is very much the opposite of dead, despite spotify's best efforts. I just don't think apple will stop making computers, or that raspberry pi's are going to cease to exist. Could nvidia stop making GPU's for consumers? sure, but their products are planned years in advance, there is going to be a 60 series, those will need to go into computers.

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u/TrashBandicook Aug 23 '26

CXMT are selling their rams at same price as the big boys. Its just a big collusion party and we are footing the bill.

Oh please, stop with rehashing this tired talking point. There is no incentive to price fix when prices are this high. Historically, DRAM manufacturers engage in such behaviors when prices are at historic lows to stem losses.

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u/PeachMan- R7 5700X3D, RX 7800XT Aug 22 '26

If they really are colluding to keep their prices high, that's a problem. But more competition is generally good when prices are too high like this. I'll put it this way: CXMT cannot make the market any worse. If anything, they might slightly improve the situation. If you're pessimistic, then maybe they'll accomplish nothing. But they won't make it worse.

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u/LuckyPlatypus5052 Aug 22 '26

Their RAM is competitive for sure, sometimes even better than western brands. It’s also priced at a higher premium because why would they sell for cheaper an ultra-high demand product that’s better than what their peers offer?

They are relieving supply, but not lowering prices. And they won’t lower them until a massive surplus of useless chips gathering dust in shelves is generated. We are many years away from that.

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u/PeachMan- R7 5700X3D, RX 7800XT Aug 22 '26

Adding to the supply does lower prices (lower than they would have been without the added competition, that is). Y'all need to take an economics class.

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u/LuckyPlatypus5052 Aug 22 '26

You are right, that’s how it works in a normal market. This is RAM we are talking about though, and prices are whatever the manufacturers can get away with as long as people are buying. They have a long history of trying to get away with artificially inflating prices, have been caught multiple times, and that is something that’s usually not taught in economics because it’s scummy.

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u/SirNedKingOfGila Aug 22 '26

The modern economy doesn't give a fuck about the old rules. Supply AND prices can go up.

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u/PeachMan- R7 5700X3D, RX 7800XT Aug 22 '26

Honey that's happening because demand has skyrocketed, supply hasn't changed much.

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u/Yvese 9950X3D, 64GB 6000, Zotac RTX 4090 Aug 22 '26

That's not how it works. The big companies spending on all this hardware HAVE to make money. If they can't make money, and it looks impossible so far, then demand collapses and so too will prices.

You just have to be patient. When it happens they'll be bailed out. Count on it.

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u/SirNedKingOfGila Aug 23 '26

That's old rules. The modern economy doesn't work that way anymore.

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u/DaemonG Aug 23 '26

this only works up to a certain elasticity of demand. if the demand is "we'll take everything always" then the prices can get jacked up like crazy even if the supply looks like it's getting relieved

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u/PeachMan- R7 5700X3D, RX 7800XT Aug 23 '26

Bro I'm begging you go watch some economics 101 videos on youtube or something and get out of my notifications.

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u/RJNavarrete Aug 22 '26

And, that's assuming they don't artificially limit output when demand shows signs of cooling.

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u/acadia11x Aug 22 '26 edited Aug 22 '26

You aren’t listening they have and are making competitive ram, they are not charging less for it, they are charging more than the other companies

https://www.tomshardware.com/pc-components/ram/chinas-memory-making-champion-smashes-ddr5-8800-barrier-on-amd-platform-cxmt-chips-close-the-gap-with-sk-hynix

https://www.tomshardware.com/pc-components/dram/chinese-cxmt-dram-doesnt-look-like-the-budget-savior-many-were-expecting-new-modules-enter-the-market-but-prices-still-track-the-big-three

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u/PeachMan- R7 5700X3D, RX 7800XT Aug 22 '26

Yes because they're new to making this product and they don't have the same scale that their competitors do. But if they continue to grow this part of their company, their prices MIGHT come down and they MIGHT pressure Samsung and others to keep their prices lower than they otherwise would have.

Basic economics, more competition = lower prices. But I'm not going to hold my breath, I'll wait and see what happens.

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u/acadia11x Aug 22 '26

Ok go with that , that’s whats going to happen in the middle of hyperscalers set to spend almost twice as much as they did this year, on infrastructure @$1.2 trillion , dram manufacturers are going to start a bidding war? Especially, considering there are 3 companies that control global supply . cXMT has no reason or need to undercut any one to sell their products … this is under Cartel economics now, and saying “competion” is lazy as hell and lacks context and analysis. No, they can sell their entire supply at even higher prices than their competitors because 2027 contracts are already sold out and even if they didn’t they have no reason to lower prices. They don’t need to attract buyers , buyers are already lined up.