Hardware1 hOctober 25, 2026, 18:34

CXMT Rejects Apple and Taiwanese Customers to Pursue China's DRAM Self-Sufficiency

Chinese DRAM maker CXMT has turned down Apple and a Taiwanese server manufacturer, prioritizing domestic customers to help China achieve memory self-sufficiency. The company aims to add 100,000 DRAM wafers per month within a year but trails the big three by two generations in HBM. Meeting domestic DRAM demand could take a decade.

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CXMT Rejects Apple and Taiwanese Customers to Pursue China's DRAM Self-Sufficiency

CXMT declined Apple's request for DRAM priced below Micron, Samsung and SK hynix
The company plans to add 100,000 DRAM wafers per month within a year
CXMT is two generations behind the big three in HBM technology
Poor yields reportedly cut CXMT's HBM supply stock by 25%

#CXMT#Apple#Samsung#SKhynix

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