Wire · operational-macro
CXMT To Leapfrog Samsung By ~2 Years, As It Gears Up To Introduce A DDR5 RDIMM ...
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Fusion42 · 11 October 2026 · Fusion42 review
China's CXMT plans to launch a DDR5 RDIMM product using advanced 4F² memory cell architecture by the end of 2026, beating Samsung's planned 2028 introduction by about two years. CXMT is also rapidly expanding production capacity with new fabs to increase wafer output significantly by the end of 2026.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
CXMT's lead on 4F² DRAM technology and capacity expansion shakes up memory supply competition and puts pressure on rivals. You must reassess supply chain risks and evaluate partnerships with emerging Chinese memory suppliers now.
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1 source · 10 Oct 2026
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