"China's CXMT DRAM Market Share Increases from 0% Two Years Ago to 5%"
It is also reported that the development of high-bandwidth memory (HBM) is being accelerated.
The Financial Times of the UK reported on the 10th (local time) that CXMT's DRAM semiconductor market share in the global DRAM market, which was 0% in 2020, rose to 5% last year. Image generated by ChatGPT. [Photo = ChatGPT] The
Financial Times of the UK reported on the 10th (local time) that CXMT's DRAM semiconductor market share in the global DRAM market, which was 0% in 2020, rose to 5% last year. It
went on to report that "CXMT is rapidly catching up with the market share of its Korean memory semiconductor competitors" and "its growth has gained full momentum." It
also reported that just as China's DeepSeak has emerged as a rival to OpenAI, CXMT is also emerging as a competitor to Samsung Electronics and SK Hynix.
The global DRAM market size is approximately $900 (130 trillion won). As of 2023, the three companies Samsung Electronics, SK Hynix, and Micron monopolized 96% of the global DRAM market share. In this situation, CXMT is cracking the oligopoly by taking up 5% of the market share.
Nomura Securities reported that Samsung Electronics and SK Hynix are in a situation where they have to respond to the amount of Chinese competitors pouring into the mid-to-low-priced memory semiconductor market.
CXMT has steadily strengthened its investment in DRAM research and development and production with the support of the Chinese government and companies including Alibaba.
According to the Financial Times, CXMT is currently building a 280,000㎡ HBM factory. HBM is a key semiconductor chip used in artificial intelligence (AI).
The Financial Times reported that "CXMT's HBM2 production will add pressure to Samsung Electronics, which is struggling to get quality certification from Nvidia, and could be pursued by SK Hynix and Micron in the low-end HBM market."
https://www.inews24.com/view/blogger/1812171
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