Since I'm in China, I took a look at Taobao hoping to find cheaper ddr5 sticks made with CXMT chips. Unfortunately, they are the same price or only marginally cheaper than Hynix sticks (1900 - 2300 rmb for 32g ddr5). Perhaps capacity at CXMT is not very high yet.
Or maybe CXMT is not dumb? If the worldwide price of some commodity is $100 and you can produce an item that is nearly as good as everyone else’s, would you sell it for $98 or for $50? Or the supply of non-CXMT DRAM is sufficient poor right now that Chinese buyers, of which there are plenty, are willing to pay approximately as much for CXMT’s product as for anyone else’s? CXMT’s real ability to reduce prices will com…
Edit: I see you made an edit without noting that you did so.
Only this sentence was in the pre-edit comment: "Or maybe CXMT is not dumb? If the worldwide price of some commodity is $100 and you can produce an item that is nearly as good as everyone else’s, would you sell it for $98 or for $50?"
For your added comments: There is no supply issue, there are hundreds of sellers of Hynix, Crucial, Samsung ddr5 on Taobao. For your second comment about them driving down prices later on by increasing supply, well, I first of all noted that perhaps capacity is not great in my comment, and you are also contradicting your first point where you said CXMT would be stupid to compete on price.
In reality, the history of every Chinese market entrant, even those leading technologically, shows that they always cut margins to compete by driving down costs. I have a decade worth of experience related to this.
I believe CXMT simply has not gotten to the stage where they really try to win market share and crank up supply - perhaps due to lack of capital, or as I said, due to capacity limitations (which may be a result of capital).