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China's CXMT plans DRAM expansion, targets 30% market share by 2030

China's Changxin Memory Technologies (CXMT) is planning to significantly expand its DRAM production capacity with the construction of a sixth mega-fab. This expansion, supported by government funding, aims to more than double the company's output and potentially capture 30% of the global DRAM market by 2030. Despite ambitious plans, CXMT's future growth may be constrained by access to advanced chipmaking tools. AI

IMPACT Increased DRAM production could alleviate supply constraints for AI hardware, potentially lowering costs for AI infrastructure.

RANK_REASON Company announces major expansion plans and market share targets, supported by government funding. [lever_c_demoted from significant: ic=1 ai=0.7]

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China's CXMT plans DRAM expansion, targets 30% market share by 2030

COVERAGE [1]

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

    China's CXMT targets 30% DRAM memory market share by 2030 with sixth mega-fab — future plans bottlenecked by access to advanced chipmaking tools

    ChangXin Memory Technologies (CXMT) began considering building its sixth DRAM fab in China to boost memory output in the coming years. If all announced projects proceed as planned, the company's production capacity could more than double in the mid-term future.