[djfergus]

"By the end of 2026, we expect CXMT to reach roughly 350 kwspm, which is only modestly below Micron’s estimated ~385 kwspm. This would position CXMT close to becoming the industry’s third-largest memory supplier"

https://newsletter.semianalysis.com/p/chinas-cxmt-is-set-to-...

At current margins their capacity is going to commodity DRAM since their HBM process is not competitive. Will be interesting to see how it pans out

[fmajid]

Apple is trying to get a waiver to use CXMT RAM, incidentally. The Chinese government has ordered them to prioritize deliveries to Chinese manufacturers, however.