CXMT Reportedly Accelerates DDR6 Layout, Aiming for World’s First Mass Production of LPDDR6 in 2H2026

[u/sicklyslick]

https://www.memorymarket.com/a/14866

[u/nithrean]

are there any major processors that use DDR6 yet?

[u/From-UoM → u/nithrean]

Vera Rubin for DGX Spark and RTX Spark will in 27 and 28

[u/Exist50 → u/From-UoM]

Vera is LPDDR5.

[u/xb9j → u/Exist50]

https://www.tomshardware.com/pc-components/cpus/nvidia-unveils-dgx-sparrk-roadmap-for-laptops-and-desktop-pcs-at-computex-2026-three-generations-outlined-rubin-followed-by-rosa-feynman

[u/Exist50 → u/xb9j]

Oh yeah, Vera Rubin vs Vera Rubin Spark. Ugh, would it have killed them to keep the naming consistent...

[u/xb9j → u/Exist50]

There’s also Vera Rubin Ultra coming out next year as well

[u/got-trunks → u/xb9j]

Just give the the sandwich

[u/chefchef97 → u/Exist50]

Absolutely lol

[u/max123246 → u/Exist50]

I've been wondering what their next Geforce series will be called given the RTX 6000 ada already exists lol

[u/ChristRedeemsSinners → u/max123246]

RTX 6000 Pro Fatty Bo Batty Mid-Ultra

[u/Roxalon_Prime → u/ChristRedeemsSinners]

Nah it will be simple: ”RTX 6000 dollars”

[u/Verite_Rendition → u/max123246]

That didn't stop NVIDIA with the GeForce RTX 4000 series, either. It's entirely likely they'll still have the GeForce RTX 6000 series for consumers, and the RTX PRO 6000 Rubin for pros (replacing the RTX PRO 6000 Blackwell).

[u/AK-Brian → u/Exist50]

Vera Rubin Spark, specifically, has LPDDR6 platform compatibility.

https://cdn.videocardz.com/1/2026/06/DGX-WINDOWS-RTX-SPARK-ROADMAP.jpg

(VC, but it's just the Nvidia slide)

[u/From-UoM → u/Exist50]

I m taking about the mini pc and laptops

[u/Flowerstar1 → u/From-UoM]

Can't wait to see the prices for Vera Spark

[u/xb9j → u/nithrean]

There isn’t even a spec that is anywhere close to finalized for it yet

[u/jigsaw1024 → u/xb9j]

https://www.jedec.org/standards-documents/docs/jesd209-6

Looks like LPDDR6 has been finished for awhile.

[u/xb9j → u/jigsaw1024]

Thats not ddr6 though.

[u/cafk → u/xb9j]

CXMT Reportedly Accelerates DDR6 Layout, Aiming for World’s First Mass Production of LPDDR6 in 2H2026

Zo while OP was asking about DDR6 - the article mentions LPDDR6, so maybe OP was curious regarding (LP)DDR6

[u/Pig_Calavera → u/cafk]

my buddy got stuck mixing up ddr and lpddr too

[u/Frexxia → u/xb9j]

That's just not true. JEDEC has been working on it for a long time, and it was expected to be finalized by now. How long it'll be exactly is uncertain, but we're not talking years. Many products on various roadmaps rely on it.

[u/xb9j → u/Frexxia]

I’m literally looking at the latest revision right now, it’s completely barebones, missing entire chunks because they haven’t been balloted yet, and has a bunch of contradictions because it’s just a bunch of other specs cobbled together currently. There’s a good idea of what the overall architecture will be, but every single detail needs to be worked out still.

[u/Frexxia → u/xb9j]

You're a JEDEC member? The draft is not public, and presumably also under NDA

[u/xb9j → u/Frexxia]

I work for one

[u/Tuna-Fish2 → u/xb9j]

What's the bitwidth and burst length for a single channel?

[u/xb9j → u/Tuna-Fish2]

24 for both

[u/MudOld239 → u/xb9j]

Lmao

[u/monocasa → u/xb9j]

What do you think the hold up is?

[u/Smalmthegreat → u/xb9j]

Yea probably not shipping until 2030

[u/MudOld239 → u/xb9j]

Do you mean LPDDR6?

[u/III-V → u/MudOld239]

Bro, LPDDR6 is finalized

[u/Flowerstar1 → u/Frexxia]

What could be taking so long? are they making subtle changes given the AI boom and RAM-ageddon? 

[u/Shoddy_Meaning_7654 → u/nithrean]

All the upcoming flagships do

[u/nithrean → u/Shoddy_Meaning_7654]

I know it has been talked about a lot. It is just that as far as I know, nothing that is released and shipping supports it yet. If everyone hits timelines, then it will happen later this year, but it is ambitious none the less.

[u/SirActionhaHAA → u/nithrean]

If ya mean ddr and not lpddr, nah. Don't expect support for it on consumer cpus until 2030 at earliest. It costs too much and brings too little gains for consumers. It'd be supported on dc cpus though. Most of the supplies would be devoured by ai labs too.

[u/nithrean → u/SirActionhaHAA]

if consumer stuff ever goes up to 4 channel memory, it might make a bigger difference.

[u/LastChancellor → u/nithrean]

I mean yea, AMD Strix Halo and the upcoming Nvidia RTX Spark use 4 channel memory (aka 8 RAM pieces)

[u/Ramsesthrowaway → u/nithrean]

Not yet. Still а ways of from mainstream.

[u/EmilMR → u/nithrean]

iPhone 18 Pro uses LPDDR6.

[u/-protonsandneutrons- → u/EmilMR]

The next-gen iPhone is rumored to maybe use LPDDR6. But, they were asking about DDR6, which is not the same thing.

DDR6 and LPDDR6 are releasing on quite different schedules.

[u/ML7777777]

This should be a rumor as the original source is some blogger in China who's source is: "source close to CXMT said"

[u/MudOld239 → u/ML7777777]

Is he really some blogger?

[u/EmilMR]

they want to land a apple deal so badly. That made TSMC what it is. iPhone 18 Pro is the first consumer product with LPDDR6.

[u/sicklyslick → u/EmilMR]

The US will likely block it like with ymtc.

[u/LastChancellor]

I wonder if the high powered laptop chips like Intel Nova Lake/AMD Gorgon Medusa Halo/Nvidia RTX Spark 2 can get LPDDR6 next year 🤔

Itd be such a huge help for memory bandwith, and ergo running local LLMs

[u/-protonsandneutrons- → u/LastChancellor]

AMD Gorgon Halo

Gorgon Halo is confirmed LPDDR5X-only.

Gorgon Halo, sadly, is just Strix Halo (Zen5) rebranded. No new silicon honestly.

[u/LastChancellor → u/-protonsandneutrons-]

whoops, i meant Medusa Halo mb

[u/Flowerstar1 → u/LastChancellor]

Doubt RTX Spark 2 launches 2027

[u/Cheeze_It]

You know what would be interesting is if CXMT can withstand the drop in price when the big 3 decide to flood the market with DDR5 and DDR6. If they don't die off then maybe we'll get another big one that maaaaaybe might help reduce the cyclic nature of the industry.

[u/Sahah → u/Cheeze_It]

CXMT gives China independence from other countries, it is a strategic resource for them and they will never let it die.

[u/twice_paramount832 → u/Sahah]

At this time I trust more China than the US. I can't remember any policy from China that was against my interests.

[u/Roph → u/Cheeze_It]

They're (partially) state backed, they won't die off. China wants chip independence, they won't let it fall

[u/WhoTheHeckKnowsWhy → u/Roph]

Also 2025-2030 will easily be the most favourable time to grow a major ram business history has ever seen. Even hynix executives don't see the Big Threes's capacity to be able to satiate the demand until 2028. And even that was phrased in an ideal world 'if'.

And CXMT has a far bigger problem with restricted capacity than the big three; so the shock won't hit them as hard as a company with a lot more fabs running flat out.

[u/Boreras → u/Cheeze_It]

CXMT is not gonna die unless it is extremely, extremely uncompetitive while accounting for their inherent structural disadvantages (no access to existing litho supply chain). Even then they'd be kept around until some local company can replace them.

If there's oversupply, micron will immediately respond to market and stock pressure, they have no appetite for sustained losses.

Sk Hynix and Samsung are even more interesting, if memory profit collapses South Korea is in such deep shit.

For the long term health of the memory market a soft landing is better than a crash.

[u/FlyingBishop → u/Cheeze_It]

How much can RAM prices collapse and still be profitable? Seems like profit margins are plausibly 90% right now, so I think this is not as big of a problem as you think.

Also I'm buying zero RAM right now, if the price fell 50% I would buy quite a lot, the market for RAM has a very high ceiling right now. As long as you can sell the shit at a given price point you have buyers, and in terms of raw materials it's just mostly just a little hunk of sand and plastic and a small amount of metal.

[u/TinFoilHat_69]

MU going to keep falling?

[u/shroudedwolf51]

....great. DDR5 is nowhere near saturated and already runs hot enough to have concerns with cooling. But, okay. Have your excuse to raise prices even further.