Corsair turns to Chinese DRAM as AI shortages squeeze DDR5 supply

Corsair has begun shipping mainstream DDR5 Vengeance memory modules built with chips from ChangXin Memory Technologies (CXMT), China’s largest DRAM manufacturer, instead of its traditional Western suppliers. The shift underscores how the AI‑driven memory boom is pushing major consumer brands to diversify their supply chains, as Samsung, SK Hynix, and Micron increasingly redirect production toward high bandwidth memory (HBM) for AI accelerators.

Although CXMT is rapidly expanding capacity to address the shortage in the consumer PC market, industry analysts caution that meaningful retail price reductions are unlikely before the second half of 2027. Ironically, stringent U.S. export controls designed to slow China’s progress in advanced semiconductors are accelerating Chinese dominance in the consumer memory segment — an area built on older manufacturing nodes that remain unaffected by these restrictions.

Read the full story on TNW →