China’s CXMT Emerges as Top Memory Chipmaker

China’s chipmaker CXMT has risen to become the world’s 4th largest DRAM maker, although it lags behind key players in advanced memory technologies. Samsung and SK Hynix lead in high-bandwidth memory chips, essential for AI accelerators, while Micron is a major supplier in this sector. Despite this, CXMT holds a strategic advantage due to robust government support and access to state-linked financing. Analysts believe CXMT can leverage the increasing demand from local customers looking for alternatives to foreign suppliers, positioning itself to capture market share even without cutting-edge technology. Ellie Wang from TrendForce views CXMT as a strong competitor to…