Chinese CXMT to Match Micron's DRAM Manufacturing Capacity This Year

Chinese memory maker CXMT is projected to match Micron's DRAM manufacturing capacity (350,000 wafers/month) by end-2026 despite US sanctions blocking access to advanced lithography tools, using older DUV technology and multi-patterning techniques. The company is also scaling production of DDR5 and LPDDR5X chips for AI workloads, with the Chinese government directing CXMT to share technology with other domestic manufacturers. If you're building AI systems that require DRAM, your supply chain just got a second source outside US control—and CXMT will ship at scale this year. That changes your negotiating power with Micron and Samsung, and it changes which geographies can buy from you.