Greater China Semiconductors | Asia Pacific Morgan Stanley Taiwan Limited+ Old memory super cycle unlikely to reverse in near future November 20, 2025 05:46 AM GMT What's new? According to a report in Digitimes today, CXMT (private) will increase capacity for DDR4/LPDDR4, and will "accelerate" DDR5/LPDDR5 supply to alleviate shortages in 2-3 months. The company has not commented. Our take: We were surprised by this newsflow, as we think it is unlikely for CXMT to switch back to DDR4/LPDDR4 given the changes ...