CXMT Hits 10% DRAM Share: Samsung’s HBM Pivot Handed China Market Vacancy - Tech Times

In Q2 2026, ChangXin Memory Technologies (CXMT) captured 10% of global DRAM revenue, marking the first time a Chinese chipmaker has crossed the double-digit threshold in a market long dominated by Sam... Read original →

CXMT's breakthrough to 10% global DRAM revenue stems from a structural shift as major players like Samsung and SK hynix reallocate advanced capacity to HBM production, creating a supply gap. This opportunity has enabled CXMT to surge 716% YoY, but its reliance on DUV lithography places it at a cost disadvantage exceeding 30% compared to EUV peers. Without technological breakthroughs, sustaining market share above the 15% threshold—critical for securing further investment—will be challenging. The shift toward HBM is reshaping the upstream equipment and material supply chain, favoring ASML and others. Competitors like Micron and SK hynix may expand capacity to reclaim commodity DRAM. In the next 18 months, as HBM capacity returns to commodity DRAM, CXMT’s long-term viability hinges on overcoming yield and cost issues. Its exploration of bonded DRAM is a temporary workaround, insufficient for long-term competitiveness. The semiconductor industry is entering a pivotal phase where technology divergence and geopolitical dynamics will define strategic positioning, especially in the context of global supply chain reconfiguration involving Taiwan, China and Hong Kong, China.