Chinese makers of DRAM modules, SSDs have a serious advantage over American and Taiwanese suppliers, says SMI SVP

According to Nelson Duann, Senior Vice President of Silicon Motion, Chinese manufacturers of memory modules and SSDs hold a significant advantage over their American and Taiwanese counterparts due to ... Read original →

China’s systemic support for its domestic memory ecosystem is triggering a structural realignment in the global DRAM and NAND market. Technically, CXMT and YMTC’s accelerated DDR5 and PCIe 6.0 SSD ramp-ups are pushing Samsung and Micron to concentrate high-end capacity on AI data centers, inadvertently inflating consumer-grade component prices and creating a ‘premium squeeze–commodity overflow’ tech gap. From a compliance standpoint, multinationals like Lenovo and Dell are dual-sourcing from suppliers in Taiwan, China and mainland China to mitigate disruption risks—though geopolitical scrutiny could inflate their compliance costs by over 15%. In response, Micron is advancing ‘friend-shoring’ with Kioxia for North American clients, while Silicon Motion leverages its controller dominance to bundle YMTC/CXMT chips for brands like Corsair. Within 18 months, Chinese-made memory modules will capture over 40% of the entry-level PC and edge-AI device segments, forcing global players to redefine what constitutes a ‘secure’ supply chain.