CXMT to add over 100,000 DRAM wafers per month within a year
China's CXMT is expected to raise DRAM capacity from 320,000 to 420,000 wafers per month within a year and to 600,000 by the end of 2028, per TrendForce and Counterpoint. The expansion targets general-purpose DRAM for consumer electronics amid a memory shortage driven by HBM demand.
- CXMT currently produces 320,000 DRAM wafers per month
- Output is expected to reach 420,000 wafers per month in 2027 (+31%)
- Capacity could hit 600,000 wafers per month by end-2028 (+87.5%)
- CXMT reportedly refused Apple's discount request, quoting Samsung-level prices
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