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CXMT Grabbed 11.3% of DRAM Growth in 2026, but Analysts Say China's Momentum Collapses to 6.9% by 2027
Chinese memory manufacturer CXMT experienced significant revenue growth in Q2 2026, capturing 11.3% of that year's global DRAM market growth. Analysts from Hanwha Securities warn, however, that this momentum is expected to slow down in 2027, as major players like Samsung and Micron ramp up their production capacities. Although CXMT's contributions are crucial for alleviating demand pressures, the projected shortfalls in global DRAM supply suggest ongoing market challenges.
MonitorConfidence: MediumShort term horizon
Published 20 Aug 2026, 18:20 UTC3 min read
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Summary
TL;DR
- CXMT's revenue grew by 716% YoY in Q2 2026.
- The firm accounted for 6.7% of the global DRAM market.
- Global DRAM market growth projected at 22.4% in 2026.
- Decline in CXMT's growth contribution to 6.9% in 2027.
- Significant competition growth from major players anticipated.
Interesting facts
- CXMT is the fastest-growing memory manufacturer globally.
- Apple's interest in CXMT products highlights the brand's increasing relevance.
- The sufficiency ratio for DRAM will improve with CXMT's involvement.