China's CXMT holds a 10% DRAM market share but is approximately 4 years behind SK Hynix in High Bandwidth Memory (HBM) technology.

China

Who

Ray Wang,CXMT,SK Hynix

What

When

Tue, 14 Jul 2026 12:05:26 GMT · 1h 33m ago

Where

China ·

Why

AI memory shortages are impacting U.S. chip stocks, prompting analysis of global memory manufacturers.

The Frontline Impact

How this affects you

CXMT's significant DRAM market share positions it as a serious player, though its lag in HBM technology indicates a competitive gap in advanced memory solutions crucial for AI applications.

Story chain

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Verified Sources & Citations

Benzinga
https://www.benzinga.com/markets/equities/26/07/60438401/forget-micron-and-sandisk-ray-wang-says-chinas-cxmt-is-already-a-very-serious-player-but-4-years-behind-sk-hynix
HIGH

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