CXMT is a memory fab that just opened in China. They achieved a 90% yield on DDR5. Hopefully that could ease up the supply squeeze.

CXMT has been in a game for a while, at least since 2025, because my SBC is using their LPDDR4 RAM.

It's very unlikely to have any meaningful effect. CXMT DRAM will also be hoovered up the moment it hits the market at the same inflated prices. Even if they had the capacity (they don't) why flood the market when you can just print money?

Even though cost-per-token is low, Deepseek v4 tends to burn an immense number of tokens to accomplish tasks.

It still ends up being one or two orders of magnitude cheaper per task on benchmarks.

I can go for days on end without topping up my deepseek account. When it can’t solve a problem I switch to GPT and have to top up in real time.