Chinese memory brands ditch Samsung and Micron for homegrown CXMT and YMTC silicon

As global demand for memory intensifies due to the AI and data center boom, Chinese memory brands are increasingly shifting away from international suppliers like Samsung and Micron toward domestic ch... Read original →

The pivot by Chinese memory brands toward CXMT and YMTC reflects a strategic recalibration, not just policy compliance. Amid surging AI-driven demand for high-bandwidth DRAM, CXMT’s DUV-based 24Gb DDR5/LPDDR5X—though EUV-free—offers cost efficiency and supply certainty, attracting module makers like Gloway and KingBank. This triggers a cascade: controller vendors such as Silicon Motion must validate compatibility, while HP and Dell cautiously integrate these chips into entry-tier systems. However, if U.S. export controls expand to mature-node equipment, CXMT’s capacity ramp faces severe bottlenecks. Samsung and Micron will likely retreat from commodity DRAM to focus on HBM, widening the price gap between premium and mainstream segments. Within 18 months, should CXMT achieve stable yields in server-grade modules, China could reach over 70% self-sufficiency in sub-32GB DRAM, fundamentally redrawing the global memory supply map.