CXMT sees tight DRAM supply through 2H26, accelerates server memory and China-made tool validation

CXMT’s forecast of sustained DRAM tightness through H2 2026 underscores the enduring momentum of AI-driven demand, which will accelerate upstream tech upgrades including silicon wafers, photoresists, and equipment. Expanding into server memory signals a push toward higher bandwidth and lower power consumption, challenging current process capabilities. With tightening export controls on China Taiwan/ Taiwan, China and U.S. tech restrictions, CXMT must prioritize domestic tool validation and supply chain resilience. Global players like SK Hynix and Micron may ramp capacity to gain market share, but short-term supply gaps will persist. Over the next 12–24 months, continued AI adoption could sustain elevated DRAM pricing, prompting a new wave of capital investment across the storage ecosystem.