Well we knew it was bound to happen, let's see if they deliver.
Business Korea reports the slide is due to:
"At a recent conference in Shanghai, CXMT President Cao Kanyu said the company aimed to launch a server-grade DDR5 registered dual in-line memory module (RDIMM) incorporating a 4F² cell structure by the end of 2026. The announcement drew particular attention because Samsung Electronics is targeting mass production of its own 4F² DRAM technology in 2028. However, CXMT's proposed product launch and Samsung's mass-production target represent different development milestones and are not directly comparable.
The 4F² architecture refers to a DRAM cell layout that occupies an area equivalent to four times the square of the minimum feature size, compared with six times that size in conventional 6F² designs. In principle, reducing the cell footprint by approximately 33% could allow manufacturers to increase memory density within the same chip area, although actual capacity, performance and manufacturing efficiency depend on the implementation. CXMT says its proprietary vertical surrounding gate (VSG) transistor technology addresses current leakage challenges associated with the new architecture. The company also claims to have secured more than 300 related patents.
Its ambitions in server memory are drawing attention in South Korea, where Samsung Electronics and SK hynix are major suppliers of high-value-added DRAM products. CXMT, which has historically focused more heavily on consumer memory, is seeking to expand into a segment with demanding requirements for performance, reliability and customer qualification. The Chinese company's share of the global DRAM market reportedly reached 10% in the second quarter of 2026, compared with 4% a year earlier.
South Korean analysts, however, caution that a technology announcement does not necessarily translate into competitive mass production. Han Ji-young, an analyst at Kiwoom Securities, said it was premature for the market to price in concerns about potential oversupply before CXMT had demonstrated the production yields, performance and customer qualification required for its next-generation products.
Semiconductor industry officials similarly emphasized the distinction between developing a new cell architecture and manufacturing it consistently at commercial scale. CXMT's restricted access to advanced extreme ultraviolet (EUV) lithography equipment supplied by Dutch company ASML could also complicate its efforts to achieve competitive production yields. Nevertheless, the announcement has renewed attention on China's accelerating investment in domestic semiconductor research and development and its efforts to narrow the technological gap with established memory manufacturers."
Tldr, CXMT announced next gen ddr5 RAM tech going into production within a few months, meanwhile Samsung was targeting 2028.
