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DigiTimes
Apple's CXMT play reportedly backfires on DUV limits, giving Samsung and SK Hynix more DRAM leverage
Apple's recent strategy leveraging China's ChangXin Memory Technologies (CXMT) has encountered setbacks, resulting in diminished competitive advantage against Samsung Electronics and SK Hynix in the DRAM market. As CXMT struggles with DUV (Deep Ultraviolet) limitations, the balance of power in memory supply appears to shift. This development raises concerns about the existing memory shortage potentially evolving into an oversupply by 2028 as chipmakers ramp up expansion efforts.
MonitorConfidence: MediumMid term horizonSupply chain risk: High
Published 6 Aug 2026, 08:21 UTC1 min read
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Summary
TL;DR
- Apple's use of CXMT as leverage against competitors has failed.
- Samsung and SK Hynix gain more influence in the DRAM market.
- Potential oversupply of memory chips by 2028 anticipated.
- CXMT faces challenges with DUV technology limits.
- Memory supply dynamics significantly impacted by these developments.
Interesting facts
- The memory shortage could shift to a glut, affecting pricing.
- Industry reactions indicate that Apple's strategic decisions could have far-reaching consequences for competition.