Corsair

Headlines · 2

1. 18h
   CXMT expects $19.6B Q1–Q3 profit as AI demand lifts DRAM prices

   Chinese memory chipmaker CXMT said in a preliminary filing that it expects net profit of 131B to 132.5B yuan ($19.6B–$19.8B) for January–September 2026, versus a 5.3B yuan loss a year earlier, with revenue of 265B to 270B yuan, up more than eightfold from 32.1B yuan. The company attributed the swing to fast-growing AI computing demand since the second half of 2025, which has lifted the global DRAM market, caused shortages and sharply raised prices, alongside added capacity and better wafer output. Its chairman also proposed buying back 1B to 2B yuan of shares over 12 months, per The Next Web. CXMT listed in Shanghai in July, when shares rose 466% on day one, and closed Friday with a market value of about 3.06T yuan; its claim that a fifth-generation DRAM is in mass production has not been verified by outside testers, while some Western brands such as Corsair have begun using Chinese DRAM.

   IT之家 AI · 🔥 13
2. 3d
   AI-driven memory shortage: 32GB DDR5 6000 kit now costs $450

   Tom's Hardware's daily price tracking shows the cheapest 32GB DDR5 6000 memory kit now sells for $449.97, effectively $450, up from $400 in August; the outlet says RAM prices have risen more than 500% since last year. Slower 32GB DDR5 4800 kits now cost $399, against roughly $80 previously. The report adds that component price hikes contributed to a 20% drop in 3Q26 PC shipments, with the top three vendors shipping 11.6 million fewer units, while industry figures warn memory shortages could persist into next year or even for a decade; Newegg bundles can still save up to $358 and pre-built price rises are passing through more slowly.

   Tom’s Hardware · 🔥 0

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