Top Chinese DRAM manufacturer ChangXin Memory Technologies (CXMT) will reportedly phase out DDR4 memory for servers and PCs by the middle of next year. According to Digitimes, the company is making this sudden shift to accommodate the directives of the Chinese Communist Party, especially as Beijing is pushing the country to take the global lead in AI and cloud infrastructure. In line with this, CXMT is also believed to be prioritizing work on HBM technology, targeting validation of its HBM3 chips by late this year.
This announcement caught many in the industry off guard, especially as the company had just begun mass production of DDR4 memory in late 2024. This ramp-up in capacity, paired with aggressive pricing, has caused leading memory manufacturers Micron, Samsung, and SK hynix to end production of DDR3 and DDR4 chips by late 2025.
