Corsair Taps Chinese DDR5 for Its RAM Modules, While China-Developed GPUs Are Improving Fast
Corsair, a major Western RAM manufacturer, has begun using Chinese-made DDR5 memory from CXMT in its DRAM modules, marking a significant shift in semiconductor sourcing. This development coincides with another milestone: GPU maker Lisuan has produced its first DirectX 12-compatible graphics card. These advances reflect the rapid growth of China’s domestic electronics industry, particularly in R&D-intensive sectors like flash memory and graphics processors that have traditionally been dominated by established international brands.
The shift in RAM sourcing is driven by supply chain pressures stemming from the AI boom. Current demand for memory and processing power has exhausted the production capacity of manufacturers in Taiwan, South Korea, and Japan—historically the primary suppliers of these components. In response, Chinese manufacturers such as CXMT and YMTC have emerged as viable alternatives, capturing attention from major Western companies like Corsair.
The development mirrors trends in other tech sectors where China has made rapid strides, most notably in electric vehicles. The GPU advancement by Lisuan demonstrates progress in one of the most technically demanding semiconductor categories, with DirectX 12 compatibility representing a significant engineering milestone. These developments suggest that geopolitical supply chain diversification and extraordinary demand from AI applications are reshaping procurement strategies across the semiconductor industry.