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