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  • October 8, 2026
  • Last Update July 17, 2026 9:28 pm
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China’s DRAM surge could upend global memory prices and supply chains, warns Etron

China’s DRAM surge could upend global memory prices and supply chains, warns Etron

The global memory market is recovering from a downturn, with memory poised to become a key pillar of AI computing. However, Etron Technology Chairman Nicky Lu warned that Chinese manufacturers are rapidly expanding low- to mid-end DRAM capacity, potentially boosting China’s market share to 40% within two years and disrupting global pricing and industry structure.

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