CXMT's ideology is fast becoming wholly mercantile as it appears to have adopted the same price gouging tactics that are now the bread and butter of its 'Big Three' counterparts - Samsung, SK hynix, and Micron.
CXMT's 64GB server DDR5 module now costs more than Samsung's $1,240 comparable offering
According to Reuters, Chinese memory makers are now being picky about clients and dictating their own prices, which indicates their strengthened negotiation position.
In what is a striking anecdote, CXMT abruptly evicted engineers affiliated with SiCarrier - a Huawei-linked equipment vendor - from its fabrication facility in Hefei. The engineers were assisting with equipment maintainance within the fab's clean rooms before their summary dismissal, and SiCarrier later concluded that Huawei's forceful price-related protestations might have prompted the incident.
And, in what is a potent illustration of the prevailing paradigm, CXMT is now apparently outpricing Samsung on a 64GB server-grade DDR5 module, which the South Korean behemoth currently sells for around $1,240 per unit.
Do note that CXMT is aggressively expanding its capacity right now, to the tune of 300,000 wafers per month by the end of this year from its current capacity of just around 200,000 wafers per month.
What's more, the memory maker is currently building two new fabs in Shanghai and Hefei, which would increase its production capacity to 600,000 wafers per month. In fact, CXMT is now on course to overtake Micron in volume production by 2030.
Critically, the Chinese DRAM maker's technology is also rapidly improving. For instance, CXMT is now eyeing W2W or Wafer-to-Wafer Hybrid Bonding for the next-gen bonded DRAM, where the memory chip's data-storage cells and its control logic circuits are built on separate silicon wafers and then fused together vertically using advanced packaging. This dramatically increases memory density, lowers latency, and improves power efficiency. CXMT is apparently testing this technology at a pilot line in Hefei, China, with the primary goal being the mass production of high-density memory.
Meanwhile, as we've covered repeatedly, Apple is now eyeing CXMT-sourced memory chips for its products sold within China, and is reportedly seeking an assurance from the Trump administration that the DRAM maker won't be placed on the US Department of Commerce's Entity List. Do note that American companies can't typically do business with firms included in this list without seeking an explicit license.
About the author: Writing is my one incontrovertible passion. Over the past six years, he has authored over 2,200 distinct articles on financial and tech-related topics, spanning nearly 1 million words. And he has been a member of Wcctech mobile team since 2025. As an alumnus of the University of Toronto, Rotman Commerce Program, I bring nuance, in-depth knowledge, and a unique perspective to every topic that I cover. When I'm not writing, I'm traveling the world, exploring hidden confectionaries and restaurants as an aspiring food connoisseur.
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