Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch

Rising Chinese memory capacity and agentic AI's CPU appetite are reshaping both consumer hardware pricing and compute infrastructure demand.

• Chinese memory scaling up: YMTC pulled forward NAND capacity plans and CXMT is adding 100,000 wafers/month by end of next year (a 33% YoY increase), with yields and DRAM variety improving.
• Consumer pricing may plateau: Hosts hear rumblings (mostly from memory CEOs) that consumer-grade memory pricing could stop rising even as data-center pricing keeps climbing, creating a two-tier market.

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