Unverified50% confidencePredictionExact time
If CXMT's production capacity reaches tens of thousands of wafer starts per month or more, it will have a non-negligible disruptive effect on global DRAM supply and demand balance.
1
Sources
50%
Confidence
Long-term
Relevance
9/20/2026
First Seen
Sources
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Related Claims
UnverifiedSince the second half of 2024, DRAM prices have entered a new upward cycle, driven by reasons including a surge in demand for HBM from AI servers causing memory manufacturers to shift production capacity toward HBM, thereby squeezing supply of conventional DDR5.66% similarUnverifiedCXMT is one of the few companies on the Chinese mainland with DRAM mass production capabilities.66% similarUnverifiedThe core driver of this round of memory price increases is the surge in demand for HBM (High Bandwidth Memory), with AI server demand squeezing the supply of memory and SSDs in the consumer market64% similarUnverifiedThe core of DRAM competition lies in the capacity density and cost advantages brought by process scaling, which differs from logic chips.64% similar
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