this post was submitted on 03 Aug 2026
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411
Chinese CXMT to Match Micron's DRAM Manufacturing Capacity This Year (www.techpowerup.com)
submitted 3 weeks ago by avidamoeba@lemmy.ca to c/technology@lemmy.world
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A particularly surprising discovery is that CXMT is constructing its cleanrooms—where the actual silicon is produced—in just around 12 months, whereas the rest of the DRAM manufacturing industry typically takes 21-24 months, nearly a full year longer.

Finally, the report notes that the Chinese government is encouraging CXMT to transfer its DRAM technology IP to other Chinese DRAM manufacturers such as JHICC, Swaysure, and YTMC's subsidiary XMC. This initiative aims to alleviate memory shortages domestically before CAMT-designed DRAM enters other markets, such as the EU and possibly even the U.S.

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[–] avidamoeba@lemmy.ca 157 points 3 weeks ago* (last edited 3 weeks ago) (14 children)

This shit is so over. This gang ain't gonna collude on price with Micron. They're in for eating Micron. First its market share, then its IP by buying it for pennies on the dollar.

Especially pay attention to the CCP's directive to share IP among RAM manufacturers. They appear to be looking at this problem as a supply shortage of an essential component for the rest of the economy, which it is. But that also means they aren't playing for profit.

[–] cyd@lemmy.world 7 points 3 weeks ago (2 children)

aren't playing for profit

CXMT is probably the most profitable tech company in China right now.

[–] avidamoeba@lemmy.ca 5 points 3 weeks ago

I meant the CCP isn't, not CXMT.

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