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China's CXMT poised to rival Micron's DRAM capacity by 2026, report claims

By PulseAugur Editorial · [3 sources] ·

A research report from Citrini Research forecasts that China's ChangXin Memory Technologies (CXMT) will approach Micron's DRAM production capacity by 2026. This development could position China as the world's second-largest producer of dynamic random-access memory, trailing only South Korea. The report anticipates significant expansion in China's overall DRAM capacity by 2030, contingent on factors like the availability of advanced lithography equipment and potential government restrictions on its export. AI

IMPACT This expansion in DRAM capacity is crucial for the increasing demands of AI, particularly for agentic AI CPUs and conventional cloud servers.

RANK_REASON Report projects a major shift in global semiconductor manufacturing capacity with significant geopolitical implications.

Read on Tom's Hardware →

AI-generated summary · Google Gemini · from 3 sources. How we write summaries →

China's CXMT poised to rival Micron's DRAM capacity by 2026, report claims

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COVERAGE [3]

  1. Pandaily TIER_1 English(EN) · [email protected] (Pandaily) ·

    CXMT Targets Trillion-Yuan Market Cap: China DRAM Leader Carries the Flag for Memory Chip Localization Against Samsung and SK Hynix

    CXMT ChangXin Memory Technologies launches 66.6B RMB IPO as world fourth-largest DRAM maker with 7.67% share, charting a path to challenge Korean memory dominance by 2030.

  2. Tom's Hardware TIER_1 English(EN) · Anton Shilov ·

    CXMT close to matching Micron's memory capacity in 2026, research claims — would put China on track to become world's second-largest DRAM producer

    As CXMT's DRAM capacity set to match Micron's, China's DRAM industry could become world's second largest after South Korea.

  3. Mastodon — mastodon.social TIER_1 English(EN) · [email protected] ·

    CXMT close to matching Micron's memory capacity in 2026, research claims — would put China on track to become world's second-largest DRAM producer As CXMT's DRA

    CXMT close to matching Micron's memory capacity in 2026, research claims — would put China on track to become world's second-largest DRAM producer As CXMT's DRAM capacity set to match Micron's, China's DRAM industry could become world's second largest after South Korea. https://w…

    LINKS tomshardware.com/…/cxmt-close-to-matching… tomshardware.com/pc-components

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