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English(EN) 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

报告称，中国的 CXMT 有望在 2026 年与美光的 DRAM 容量相匹敌

作者 PulseAugur 编辑部 · [3 个来源] ·

Citrini Research 的一份研究报告预测，中国的长鑫存储科技（CXMT）到 2026 年的 DRAM 生产能力将接近美光。这一发展可能使中国成为世界第二大动态随机存取存储器生产国，仅次于韩国。报告预计到 2030 年中国整体 DRAM 容量将大幅增长，但这取决于先进光刻设备的可获得性以及潜在的出口限制等因素。 AI

影响 DRAM 容量的增长对于日益增长的 AI 需求至关重要，特别是对于代理 AI CPU 和传统云服务器。

排序理由 报告预测全球半导体制造能力将发生重大转变，并带来重大的地缘政治影响。

在 Tom's Hardware 阅读 →

AI 生成摘要 · Google Gemini · 来自 3 个来源。 我们如何撰写摘要 →

报告称，中国的 CXMT 有望在 2026 年与美光的 DRAM 容量相匹敌

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报告预测全球半导体制造能力将发生重大转变，并带来重大的地缘政治影响。
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报道来源 [3]

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

    长鑫存储目标万亿市值：中国DRAM领军者扛起内存芯片国产化大旗 对抗三星和SK海力士

    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 预计 2026 年内存容量接近美光，研究称——这将使中国有望成为世界第二大 DRAM 生产国

    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] ·

    研究称CXMT到2026年产能接近美光，将助力中国成为全球第二大DRAM生产国

    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…

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

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