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Technology · Saturday, September 12, 2026 · 6 sources

China's CXMT ramps up DRAM capacity, closing gap with Samsung and SK hynix

China's largest DRAM maker, ChangXin Memory Technologies (CXMT), has begun equipment bidding for a new Shanghai fab and is planning multiple expansions through 2028, per industry sources. If executed, CXMT could add at least 70,000 to 80,000 wafers per month annually, narrowing the production gap with South Korea's Samsung and SK hynix.

Bottom line — CXMT targets over 600,000 wafers per month long-term, matching current capacity of Samsung (700,000) and SK hynix (600,000).

Go deeper (5)

  • CXMT currently produces DRAM at two fabs in Hefei and one in Beijing, with capacity estimated at mid-200,000 wafers per month, projected to exceed 300,000 by year-end, according to ZDNet Korea.
  • The new Shanghai fab, set to open in Q4 2025, will be expanded in two phases and is expected to secure capacity well above 100,000 wafers per month, a semiconductor equipment industry source told ZDNet Korea.
  • CXMT plans to open a new Hefei fab in H1 2026, a Beijing fab in H2 2026, and another Hefei fab in H1 2027, per discussions with suppliers reported by ZDNet Korea.
  • A second equipment industry source cited by ZDNet Korea said CXMT's expansion drive is fueled by massive local government subsidies and surging memory demand.
  • Samsung and SK hynix are also accelerating expansions: Samsung began cleanroom construction for its P5 base in H2 2025, while SK hynix started early operation of M15X in Q1 2025 and placed equipment orders for its Yongin cluster in Q3 2025, ZDNet Korea reported.

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Last generated: Sep 12, 9:06 AM UTC by wreetco wreetco

dstld. Your daily news summary designed to surface the news that matters from a European perspective. Curated by humans, summarized by AI - always with links back to the original reporting.

Links · Contact
Popular topics · WorldEuropeGamesAI
Last generated: Sep 12, 9:06 AM UTC by wreetco wreetco