In a major decision, China's CXMT is now planning to phase out DDR4 memory production and shift focus towards advanced technologies.
China's CXMT Is Expected To Flood The DRAM Markets With DDR5 Solutions, Giving Competitors a Tough Time
There's no doubt that every industry in China is developing at unprecedented speeds, and this is mainly driven by how the region wants to compete against US restrictions, by becoming self-reliant and focusing on domestic solutions. From AI to computing applications, China has progressed massively, and one name that is often kept under wraps is CXMT or ChangXin Memory Technologies. The firm is now said to be proceeding to domestic production of DDR5 memory modules (via DigiTimes), matching the global standard.
CXMT is said to have massive production capabilities, which means it can ramp up production numbers quickly. The Chinese firm has already stopped DDR4 production and plans to declare the technology as EOL by the end of Q1 2025. CXMT is said to produce up to 280,000 wafers per month by late 2025, matching up to 15% of global DRAM production, which is a huge number for the company, especially since CXMT has restricted access to manufacturing capabilities compared to its other counterparts.
Interestingly, despite all the ambitions, CXMT's DDR5 technology isn't at a mature stage for now, since the company's samples are said to come with compromised yield rates. Based on sampling in Q1 2025, CXMT failed to qualify for integration with a domestic memory manufacturer, which then resorted to alternatives from South Korea. CXMT faces unstable performance under high temperatures, making it difficult for the firm to sell its products to the consumer markets. However, the firm is expected to achieve a breakthrough by the end of the year.
Apart from DDR5, CXMT is also rumored to be developing a "high-end" HBM solution, which likely refers to HBM3, since the company is said to have HBM2 capabilities. This could be a more significant breakthrough than DDR5 technology, given that HBM plays an immense role in modern-day AI accelerators, and if Huawei gets a persistent HBM3 supply, the firm could have a considerable impact.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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