CXMT’s DDR5 Server Module Prices Overtake Samsung as Supply Tightens

Reuters figures cited by TechPowerUp indicate that CXMT has moved above Samsung in pricing for 64 GB DDR5 server RDIMMs, with Samsung already at about $1,240 per module. The reported shift suggests that demand for server memory has risen enough to remove the pricing advantage many expected from CXMT. The article says demand has increased roughly tenfold and that Chinese electronics firms have complained to regulators about price increases from both CXMT and YMTC, arguing that higher component costs are delaying product launches. That strengthens the view that supply remains constrained across key memory categories. CXMT is also expanding aggressively, with two new plants under construction in Shanghai and Hefei and discussions around a third fab. If those projects come online as planned, the company’s monthly wafer capacity would exceed 600,000, more than doubling current output. In the near term, though, the pricing signal matters more than the expansion plan: current availability appears tight enough that even a fast-growing DRAM supplier can raise prices instead of discounting.