CXMT has captured 9.5% of global DRAM revenue, up from 7.6% in the prior quarter, and currently ranks as the world's fourth largest DRAM manufacturer. The company is building new facilities in Shanghai and Hefei to reach a capacity of 600,000 wafers per month. While this new architecture targets conventional server memory rather than high-bandwidth memory for AI, the expansion presents a long-term pricing risk. Separately, Micron's Taoyuan union in Taiwan has a mandate to strike after 99% of workers voted to seek a plan sharing 15% of operating profit.
Tuesday, October 20, 2026
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CXMT DRAM Breakthrough Drops Micron Below $1,000
Tech9 days ago
Samsung, SK Hynix and SanDisk shares declined on Monday as the memory market reacted to news of new production capabilities in China. Micron's stock price broke below the $1,000 level following progress by chipmaker CXMT on its 4F² DRAM architecture, a design that increases chip density by packing more memory cells into smaller spaces. CXMT plans to launch DDR5 server memory using this technology by the end of 2026, despite ongoing U.S. equipment restrictions.
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