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DigiTimes
CXMT reportedly weighs second Beijing DRAM fab as Chinese cities compete for memory chip investment
ChangXin Memory Technologies (CXMT) is reportedly deliberating the establishment of a second 12-inch memory chip fabrication plant in Beijing's Yizhuang district. This decision comes as cities in China vie for memory chip investments and as CXMT holds early-stage financing discussions with municipal-backed entities. The move indicates both growth potential for CXMT and concerns in the memory market as projections suggest a transition from a current shortage to a potential glut by 2028.
MonitorConfidence: MediumMid term horizon
Published 4 Aug 2026, 06:20 UTC1 min read
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Summary
TL;DR
- CXMT is considering a second DRAM fab in Beijing.
- The new facility would focus on 12-inch memory chip production.
- Financing talks are ongoing with Beijing-backed entities.
- Chinese cities are competing for memory chip investments.
- Industry forecasts predict a memory chip supply glut by 2028.
Interesting facts
- CXMT is a leading DRAM manufacturer in China.
- Beijing's Yizhuang district is actively seeking investment in memory chips.
- The memory chip market is expected to shift dramatically in the next few years.