Memory expert suspects RAM price drop in 2027'H2 due to china heavy investments

In three linesFormer Samsung executive predicts RAM price drop in H2 2027 driven by aggressive Chinese memory chip investments. ChangXin Memory Technologies (CXMT) expanding capacity from 280k to 300k+ wafers/month via $4.2B Shanghai IPO, focusing on HBM and advanced DDR5.

Summary generated by Claude — human-verified