Analysts predict that major Chinese memory chipmakers are increasing their market presence by leveraging lower pricing and expanding production capacity. This strategy makes their products highly appealing to the price-sensitive consumer and server markets.

As the global memory industry rides an unprecedented “super cycle” fuelled by AI demand, China’s leading memory chipmakers are leveraging lower pricing and expanding production to capture a bigger market share, according to analysts. “Chinese manufacturers often enjoy a price advantage of more than 15 per cent for products of the same specifications, which is highly attractive to the price-sensitive general-purpose server and consumer markets,” said Arisa Liu, chief director and research fellow....