We thought Chinese RAM makers had arrived to ease the market. It turns out they're playing the same game as everyone else

Chinese memory makers CXMT and YMTC are no longer seen as a cheap relief for the RAM shortage; they are now behaving like major market players.

Prices are rising as demand from AI and broader chip shortages keep DRAM and other memory components tight for consumer electronics and servers.

CXMT has reportedly raised fees for Huawei and limited collaboration with partners, while Huawei is exploring making its own DRAM.

The shift weakens hopes that Chinese production will quickly bring global memory prices down, even as rivals like Samsung, SK Hynix, and Micron face a tougher market.