Chinese memory makers challenge Korea’s chip champions

Chinese memory-chip makers are taking more share of the global DRAM market, according to data cited by South China Morning Post, with CXMT rising in the fourth quarter of 2025.

The shift is happening in East Asia and matters because memory chips are central to smartphones, servers, and the wider technology supply chain.

  • South Korea is one of the world’s most export-dependent semiconductor economies.
  • DRAM prices often swing sharply because supply expansions can quickly outpace demand.
  • China has invested heavily in memory chips to narrow its dependence on imported technology.
Chinese memory makers challenge Korea’s chip champions | Implica