Chinese DRAM: Probably Nothing to Worry About. Absolutely.
February 13, 2026
Another dinobaby post. No AI unless it is an image. This dinobaby is not Grandma Moses, just Grandpa Arnold.
My Overflight system displayed a short write up in the Russian online publication iXBT. I think it might be important. On the other hand, it may not be “real” news at all. You can make your own decision. “The Chinese Have Shaken the Market by Releasing a 32 GB RAM Module at a Price Three Times Lower than the Market Price. Shares of Leading Companies Fell” reports:
The Chinese company Changxin Memory has released 32 GB DDR4–3200 ECC memory modules at a «reduced» price of $138, which is only about one-third of the current international market price of $300–400.
What’s the big deal about lower prices? For some stakeholders, the idea of low cost DRAM is irrelevant. These folks, of course, don’t track the revenue generated by Alibaba (a Google “partner”?) and Temu. Some people do. I would hazard a guess that some people in South Korea and a couple of other countries do think that low-cost DRAM is reasonably important.
Thanks, Venice.ai. Good enough. Not throngs, but you tried.
The write up says:
This low-price move immediately caused panic in the market. Among them, the hardest hit were DRAM industry giants Winbond Electronics and Nanya Technology, whose shares fell 9.05% and 5.61% respectively on the day. In addition, share prices of Phison Electronics, Pinnacle Technologies, Crystal Technology, Chipone Technology, ADATA Technology, Apacer Technology and Huadong Technology fell more than half their daily peak, signaling severe panic in the sector.
My auto-translation system spit out “severe.” That seems strong to me.
The news items concludes:
Behind these market fluctuations are structural changes in the global memory market. With demand for artificial intelligence computing power exploding, the global memory market entered a new supercycle, and prices for related products rose sharply by the end of 2025, disrupting production plans for many electronic products in 2026. Against this backdrop, major Chinese memory manufacturers such as Changxin Memory and Yangtze Memory are accelerating their expansion and taking advantage of market opportunities.
Is this a big deal? Will DRAM customers buy lower cost random access memory? Probably nothing to worry about. Absolutely.
Stephen E Arnold, February 13, 2026
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