KOSPI just plunged 8.4% intraday triggering rare circuit breaker & 20-min halt. $290B wiped in 30 min on tech rout. It was the sharpest drop in months from near all-time highs, one of fastest massive value wipes ever for Korea.South Koreas chip giants (Samsung, SK Hynix) dominate AI memory but face intensifying Chinese competition in DRAM/HBM via self-reliance push like CXMT. This heightens vulnerability to global AI demand wobbles, amplifying todays rout.CXMT (ChangXin Memory) has rapidly scaled DRAM production, capturing 6% global share instantly. It offers competitive DDR5 at lower prices, narrows the tech gap from 7 to only 2 years behind leaders, and targets HBM3 mass production in 2026, backed by state subsidies for self-reliance. This pressures Korean giants on price and supply.
>>536629531Chinks can't even make enough DRAM to have a meaningful presence in the market. They don't even have the knowledge to make HBM.Chinks also have to keep stealing DRAM tech from Samsung in order to maintain their only lifeline in the industry.https://www.tomshardware.com/pc-components/dram/samsung-engineer-accused-of-leaking-10nm-dram-process-data-to-chinas-cxmt
>>536629823CXMT possesses extensive original DRAM technology tho. It independently developed advanced DDR5-8000/ LPDDR5X chips and achieved breakthroughs in new semiconductor memory architectures, filed for its own original patents on HBM chip stacking structures and proposed original negative tone development processes for sub-20nm chip production. These constitute genuine, independent R&D. However, these are evolutionary optimizations of established 1T1C stacked capacitor DRAM, not radical original architecures. They build on Qimonda-licensed IP, acquired patents, recruited talent etc etc. DRAM scaling reaches physical limits, further miniaturization yields diminishing returns. New materials or architectures face massive costs and long development cycles, so a near-term tech revolution is highly unlikely.
>>536630154They didn't develop shit. It is stolen tech and the claimed product isn't even shipping within China. Most of the DRAM China uses comes from, guess what, Korea. Chinese imports from Korea is rising each year and the majority of that is DRAM because changs can make it in volume nor quality.Fuck off with your stupid delusions, chink.
The AI bubble must crash hard Inshallah.
>>536630254CXMT successfully mass produces and sells DDR4, DDR5, and LPDDR5 series, achieving 17nm yield rates approaching 90%, and is the only DRAM company significantly narrowing the tech gap with leaders. Its DRAM is widely used in PCs, servers, and mobile devices from brands like Xiaomi within China. CXMT captured 8% of the global market according to latest estimates, but DRAM imports from Korea increased due to soaring demand for premium HBM and DDR5 from Chinas AI infrastructure push, not because CXMT is failing. I explained that China is still 2 years behind leaders in DRAM production but thd gap is rapidly narrowing
>>536630434>no proof, better yet no products on the market in volume anywhere.lol, okay chink.
>>536630417>The AI bubble must crashThats the plan to crush fiat-based economy and introduce CBDC/Digital ID. The AI and data centers would expand even faster after the crash. Only purchase power of 'useless eaters' would be severly reduced xD
>>536630500CXMTs market share grew from near-zero in 2020 to 3% in Q1 2025 before doubling to 8% by Q1 2026. The 700%+ annual revenue surge makes it the fastest-growing DRAM supplier globally. Cope harder xD
>>536630595>zero sourceexactly
>>536630675"Its market share reached 8% in the first quarter of this year, more than doubling from 3% in the same period last year."https://chosun-chosun-prod.cdn.arcpublishing.com/english/industry-en/2026/05/28/OF5SFB2LGVH7DAJ47KOFUWVYKM/"CXMT’s DRAM revenue surged more than 700% YoY, cementing its position as a solid No. 4 supplier with its market share more than doubling to 8%."https://www.eetasia.com/ai-data-center-boom-propels-global-dram-revenue-to-near-100b-mark-in-1q-2026/
>>536630791The firm has "grown from virtually zero market share to 5% in just five yearshttps://news.nestia.com/detail/China%E2%80%99s-CXMT-plans-IPO-as-global-memory-chip-market-rebounds/13660218
>>536630791The source is form Trendforce which people mistook when they said 'could be'You can steal the tech but you lack the knowledge to perfect it. Most of chinese memory sales is legacy DDR3 and DDR4 which Koreans and Micron abandoned.https://www.kitguru.net/components/memory/joao-silva/micron-samsung-and-sk-hynix-will-reportedly-halt-production-of-ddr3-and-ddr4-memory-in-late-2025/
>>536629531SEND THE JEETS!
>>536630898The DDR3 and DDR4 production halt is a direct consequence of CXMT's aggressive market entry. Reports confirm leading producers may cease production because Chinese companies, offering prices as low as half, have flooded the market, making the legacy DRAM sector no longer profitable. https://www.tomshardware.com/pc-components/dram/leading-dram-makers-may-stop-producing-ddr4-and-ddr3-by-late-2025?rand=41https://finance.yahoo.com/news/samsung-discontinuing-ddr4-production-2025-135350126.html?guccounter=1Consequently, Samsung, SK Hynix, and Micron are shifting focus exclusively to more profitable DDR5 and HBM, while CXMT is subsequently being encouraged to phase out its own DDR4 production.
>>536631084You do realize this is because they slowed down production of DDR3/4 because customers were switching to DDR5, which means unit cost goes up to the point that the juice isn't worth the squeeze. You can word things as you like but it doesn't mean what you wish it means.Just like Samsung literally sold its LCD factories, machines, and patents to China to focus on OLEDs and new panels because it makes more money. Companies dump legacy for newer tech because it is more profitable. There is a reason why Samsung and SK Hynix makes record profits and you chinks don't.
>>536631199Chinese DRAM manufacturers CXMT and Fujian Jinhua have usurped Micron, Samsung, and SK Hynix by undercutting prices. Leading DRAM makers may cease production of DDR3 and DDR4 memory due to aggressive Chinese competition. Their chips are often half the price of Korean memory or cheaper.DDR4 was/still is lucrative business kekhttps://www.techpowerup.com/338380/ddr4-module-prices-overtake-ddr5-for-the-first-timeShift to DDR5 doesnt explain production halts. The exit was accelerated because Chinese capacity in legacy DDR4 made it unprofitable, forcing the transition to focus on more profitable DDR5/HBM. So cope harder xDRegarding the LCD comparison, Samsungs exit from LCD was not a "strategic victory" but a defensive retreat under Chinese dominance. After selling its Suzhou LCD plant to TCL CSOT, Samsung now depends on BOE and CSOT for its TV displays, needing to import millions of panels from China. xD
>>536631399Sorry chink, the bottom line is the massive windfall profits made by Samsung, SK Hynix, and Micron is based off new memory tech you chinks haven't stolen so you have zero clue how to make it.The whole negotiation for the LCD sales required Samsung to buy LCD panels for cheap low end models. Samsung display has record profits as well due to OLED sales booming. OLED being yet another tech you chinks stole: https://www.sammobile.com/news/chinese-firm-boe-banned-usa-stealing-samsung-oled-tech/Same news as always, chinks like you like to boast but you're just a discount Samsung.kek
>>536631548In Q1 2026, CXMTs revenue surged by 719% year-over-year far outpacing its all three competitors, so whats your problem? xDhttps://kr-asia.com/china-chipmaker-cxmt-logs-1688-profit-surge-amid-global-memory-crunchChinese OLED isnt realky stolen. Chinas patent filings show real innovation. Four major Chinese display firms saw OLED patent applications surge by an average of 60%. Visionox has developed its own proprietary deposition technology called ViP (Visionox intelligent Pixel), while BOE holds thousands of self-developed patents, including for top-emitting OLED structures.Even the orange emperor admitted recently during interview that the US of A steals technologies from China. Did he lie? xD
>>536631833700% of $1 is like $7. lolIts a drop in the bucket compared to the tens of billions made each quarter by Samsung, SK Hynix, and Micron.And if you study the court case, it was proven that China had ZERO existing papers or research on advanced OLED used in todays screens from phones, cars, and TVs. They just materialized it out of no where and its why the US courts sided with Samsung and sought for an outright ban on Chinese tech because the theft was that brazen.Cope more you discount Samsung chink.
>>536631990In Q1 2026, CXMTs revenue surged 719% YoY to RMB 50.8 billion (approx $7 billion). This is 52% of Microns revenue ($13.64 billion). So they already take over half of the honey consumed by the only and most technologically advanced Amerimutt DRAM company. I bet their revenue in 2027 would be already bigger than Microns and you gonna shit yourself up, shill xD
>>536629531buy the dip
>>536632130>chink numberslol, like anyone believes this shit besides you brain dead ccp shills.again, none of your shit is available anywhere in the real world in any meaningful volume because its fucking sham. Enjoy being forever a discount Samsung. =)
>>536632337If the West and its allies want to compete with China in cost of production, scaling and technological progress, they should increase uptake of mRNA vaccines and replacement of extremely expensive degenerate and unproductive useless eaters with cheaper (Indians) and smarter (data centers) solutions. Democide combined with rapid AI replacement is your only way to avoid bankruptcy and even Musk admitted this recently. Less farting and eating, more production and innovation. Otherwise so called "West" will be destroyed xD
>>536629531> KOSPIWhat is that? Like squid ink or rice noodles?
>>536632471Buddy, you do know that chinkland is bleeding money due to foreign companies moving out? Even rich bugs flee that sinking ship so much that your beloved CCP had to put in place controls to limit withdrawls and money transfers out of chinkland.https://www.ft.com/content/bcb1d331-5d8e-4cac-811e-eac7d9448486?syn-25a6b1a6=1https://www.forbes.com/sites/mikeosullivan/2024/02/19/foreign-investment-in-china-tumbles-to-a-thirty-year-low/No one gives a fuck about chinks. Everything chink is associated with poor workmanship and quality. Thus the term 'tofu dreg'. Shit, even you and your family left chinkland because its a shithole and the majority of your people live on less than $150 per day.the jig is up, chink. enjoy YOUR decline you discount Samsung. lol =)
>>536629531Their bull run has corrected before. It went down during Western trading hours Friday, so this probably just relates to that lag in the Asian market, which closes first on Fridays.The market opened after the “halt” and did not go further down
>>536632650Chinas strategy of "quantitative shrinkage and qualitative improvement" began taking shape around 2022, with the government formally prioritizing high-tech development over raw FDI volume. This directly explains the subsequent FDI drop: from a high of $189B in 2022, FDI fell to $163B in 2023, $116B in 2024, and further in 2025. While aggregate FDI contracted, investment in high-tech manufacturing surged by 98.7% in 2024. This compositional shift proves the decline is a planned pivot, not a market failure.14th Five-Year Plan for Foreign Investment (Oct 2021) explicitly shifted focus from pure volume to "remarkable improvements in both the quantity and quality of foreign investment utilization," prioritising high-tech sectors (targeted to reach 30% by 2025). The actual drop in total FDI coincided with this selective shift away from low-end manufacturing.https://govt.chinadaily.com.cn/s/202306/01/WS65015771498ed2d7b7e9aece/14th-five-year-plan-for-the-utilization-of-foreign-investment.htmlRemoving low-tier FDI from China and replacing it in 100% with production of domestic Chinese brands is actually a spectacular defeat of the West xD
>>536632964>began taking shape around 2022Meanwhile western companies have been leaving for DECADES.aka, they had to as western countries fed up with janky chink shit left for other countries. lolEnjoy being forever a discount Samsung. xD
>>536633066>Meanwhile western companies have been leaving for DECADESYou are being silly now xDThe only Western companies "leaving" China were those that went bankrupt due to Chinese brands competition (the biggest/dominant group). Second group were those who were kicked out by CCP due to regulatory measures. Get real, moron xD
>>536632650Yeah and research is drying up in the USA. China is making huge breakthroughs in almost every field regardless of anything else.
>>536632964Exactly. Gen X sold us out for the boomera.
>>536633066BTW, according to the 2025 KPMG survey, 75% of multinationals maintain or plan to increase their China investments, and only 1% are preparing to exit.https://news.chosun.com/svc/bulletin/cs_bulletin_art.html?sname=news&contid=2025120102300https://hbr.org/2026/06/how-chinese-firms-are-saving-western-brands?ab=HP-latest-text-1If they exit, it usually means they went bankrupt on the Chinese market xD
>>536633261kek, move back then chink and stop stealing from everyone. lol
