NewsBite analysis · Business, Hardware
wccftech
CXMT's 64GB Server DDR5 Memory Chip Is Now Pricier Than Samsung's, As It Races To Increase Capacity To 600,000 Wafers Per Month
CXMT is now selling its 64GB DDR5 server module at a price higher than Samsung's, indicating a shift in market dynamics and pricing strategies. The company aims to increase its wafer production capacity to 600,000 units per month, which would position it competitively against other major players like Micron. This expansion is complemented by technological advancements, such as Wafer-to-Wafer Hybrid Bonding, to improve memory density and efficiency. Additionally, CXMT's growing prowess aligns with Apple's increased interest in sourcing memory chips from the company, as it seeks assurances regarding regulatory concerns with U.S. authorities.
MonitorConfidence: MediumShort term horizon
Published 24 Jul 2026, 12:20 UTC3 min read
Visit original article ↗Lead image — wccftech
Summary
TL;DR
- CXMT's 64GB DDR5 memory chip now priced higher than Samsung's.
- Capacity expansion planned to 600,000 wafers per month.
- Adopts advanced technology for better memory chip efficiency.
- Dismissal of Huawei-linked engineers highlights changing vendor dynamics.
- Apple is considering CXMT chips for its products sold in China.
Interesting facts
- CXMT aims to overtake Micron in volume production by 2030.
- The company is developing Wafer-to-Wafer Hybrid Bonding for enhanced performance.
- Pricing strategies reflect competitive posture similar to major players.