Greater China Semiconductors_ China Memory Update_ CXMT to Add 50k DDR5 Capacity in 2025, Supply Localization to Persist
Capgemini Research Institute·2024-12-05 02:58
Flash | 02 Dec 2024 13:26:53 ET │ 11 pages Greater China Semiconductors China Memory Update: CXMT to Add 50k DDR5 Capacity in 2025, Supply Localization to Persist CITI'S TAKE We expect growing Chinese memory supply as domestic memory makers continue to expand capacity to meet localization demand. Our recent discussion with industry participants indicated CXMT, China's leading DRAM maker, plans to add 50k wpm capacity in 2025, mainly for DDR5, leading to a total capacity of 200k by year-end (100k for DDR4, 1 ...