Corsair is now using Chinese DRAM in its DDR5 kits. Memory prices could finally drop.

Corsair DDR5 memory modules have been identified using DRAM manufactured by ChangXin Memory Technologies (CXMT) instead of the usual Micron supply. A Corsair Vengeance DDR5-6000 kit, part number CMK5X16G3E60C36A2, is reported to run at 6000 MT/s with CL36 timings at 1.35V and to support both Intel XMP and AMD EXPO profiles. The specifications are described as mainstream and comparable to kits using Samsung or SK Hynix. The change is linked to AI-driven DRAM shortages that have redirected major suppliers’ capacity toward high-bandwidth memory for AI accelerators, leaving consumer PC demand undersupplied. DDR5 prices rose sharply through 2026, and shortages are expected to persist through 2027 and beyond. CXMT is positioned to benefit, with notable customers and strong recent financial growth.

"Corsair is shipping DDR5 memory modules built with DRAM manufactured by ChangXin Memory Technologies, China's largest memory chipmaker. Screenshots posted on X by hardware enthusiast @wxnod show a Corsair Vengeance DDR5-6000 module, part number CMK5X16G3E60C36A2, with CPU-Z and HWiNFO64 identifying the DRAM manufacturer as ChangXin Technologies rather than Corsair's usual supplier, Micron. The module runs at 6000 MT/s with CL36 timings at 1.35V, supporting both Intel XMP and AMD EXPO overclocking profiles."

"The shift matters because it signals that the AI-driven memory shortage has pushed Western brands to diversify their supply chains toward Chinese manufacturers. Samsung, SK Hynix, and Micron have redirected the bulk of their production capacity toward high-bandwidth memory for AI accelerators, leaving the consumer PC market chronically undersupplied. DDR5 prices have risen sharply throughout 2026 as a result. Samsung and SK Hynix jointly warned in late April that AI-driven memory shortages are expected to persist through 2027 and beyond, with hyperscalers booking supply years ahead."

"CXMT is positioned to exploit the gap. The company holds approximately 7.7% of the global DRAM market and counts Alibaba, Tencent, and ByteDance among its customers. It offers DDR5 dies in 16 Gb and 24 Gb configurations with speeds up to 8,000 MT/s. Its Q1 2026 revenue surged to 50.8 billion yuan ($7.4 billion), up 719% year on year, and it posted net profit of 33 billion yuan ($4.4 billion), compared with a loss of 2.83 billion yuan in the same period a year earlier. The company is reportedly preparing for a listing on the Shanghai Stock Exchange later this year."

Read at TNW | China