Recently a bunch of motherboard and component makers have been validating their stuff for Chinese-made memory. That’s brands including biggies, such as MSI and Asus. The reason, it turns out, is apparently a massive ramp up in the amount of DRAM production coming from China, especially from memory maker CXMT.
Basing their analysis largely on Citrini’s research, analyst Zephyr on X explains that, with all the changes afoot for the company, “CXMT can potentially add 600k-1.1M WPM [wafers per month] of DRAM capacity and have a total capacity of around 950k-1.45M WPM.”
That predicted capacity includes 350,000 WPM produced by CXMT by the end of 2026, which TechPowerUp correctly notes is close to the 375,000 WPM that Micron is expected to hit this year. In other words, it looks like a Chinese memory maker will very quickly catch up to Micron.
The industry changes leading to this include, of course, expanding fabs, but also potentially building new ones and also creating a new R&D line. YMTC, too, is expanding, though seemingly not to the same extent.