this post was submitted on 03 Aug 2026
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Chinese CXMT to Match Micron's DRAM Manufacturing Capacity This Year (www.techpowerup.com)
submitted 16 hours ago by avidamoeba@lemmy.ca to c/technology@lemmy.world
64 comments fedilink hide all child comments
 

A particularly surprising discovery is that CXMT is constructing its cleanrooms—where the actual silicon is produced—in just around 12 months, whereas the rest of the DRAM manufacturing industry typically takes 21-24 months, nearly a full year longer.

Finally, the report notes that the Chinese government is encouraging CXMT to transfer its DRAM technology IP to other Chinese DRAM manufacturers such as JHICC, Swaysure, and YTMC's subsidiary XMC. This initiative aims to alleviate memory shortages domestically before CAMT-designed DRAM enters other markets, such as the EU and possibly even the U.S.

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[–] Rentlar@lemmy.ca 9 points 16 hours ago* (last edited 16 hours ago) (2 children)

I don't think so, domestic electronics manufacturers have an enormous need for memory that is performant but doesn't necessarily need the top-of-the-line, and probably China's government is pushing to reduce the need for imported memory components from Korea or Taiwan as well, so demand for production is there coming from both the private and public sector.

[–] avidamoeba@lemmy.ca 4 points 6 hours ago

That's what I'm thinking too. They're gonna go as far and as wide as they can go.

[–] FiniteBanjo@feddit.online 2 points 12 hours ago

They would outpace demand regardless in order to undercut competitors at a loss, just like they did with Cobalt alloys and electric vehicles.

Only a matter of time before the rugpull if we let them in.