Chinese memory giants to gain market share via lower prices, expanded capacity: analysts

As the global memory industry rides an unprecedented “super cycle” fuelled by AI demand, China’s leading memory chipmakers are leveraging lower pricing and expanding production to capture a bigger market share, according to analysts.
“Chinese manufacturers often enjoy a price advantage of more than 15 per cent for products of the same specifications, which is highly attractive to the price-sensitive general-purpose server and consumer markets,” said Arisa Liu, chief director and research fellow…