In a year ruled by RAM shortages, blighting everything from the best gaming laptops to the smartphone in your pocket, any sniff of a new competitor is good news.
ChangXin Memory Technologies (CXMT) is "China's only mass-market DRAM manufacturer at scale" in 2026 (Counterpoint) and has leapt from a 1% to 8% revenue share in the global DRAM market in Q2 (Counterpoint). As the "fastest growing" DRAM manufacturer across the world, giants SK Hynix, Samsung, and Micron's forays in HBM have seemingly left a gap for more traditional R&D.
