Story thread · 2 reports / 1 sources

CXMT cashes in on the DRAM shortage — and takes aim at HBM

digitimes.com · 3hShare

ChangXin Memory Technologies (CXMT) is emerging from the memory shortage with sharply higher profits and greater pricing power, giving China's largest DRAM maker more resources to expand into LPDDR6 and high-bandwidth memory (HBM) while China's domestic memory supply chain moves further upstream.

First report: CXMT rides AI boom to 80% operating margin — digitimes.com, 2d