With #TSMC, #Intel, Nanya Tech and #YMTC on his résumé, “DRAM Godfather” Charles Kau knows the memory game. His take? China’s biggest threat may ...

What happened

Charles Kau, the "Godfather of DRAM" who has worked at TSMC, Intel, Nanya Tech and YMTC, commented on China's memory push: he is skeptical of CXMT's 4F² DRAM ambitions, but warns that CXMT's 10 planned new fabs, set to ramp up within two years, could flood the global memory market and trigger a supply glut. The event is a plan/opinion-based forecast, not an achieved capacity change; the source does not state any cause beyond the fab ramp-up.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce Official (Market Data) · 11/10/2026 · View original source