CXMT Could Capture 18% Global DRAM Market Amid Growth in Memory Demand

Dow Jones

07/27

0752 GMT - Chinese memory maker CXMT could capture an 18% global DRAM market share by the end of 2028, say Nomura analysts. The company currently holds around a 10% market share, they say in a note. Its major U.S. competitor, Micron, currently holds a market share of over 20%, but CXMT is expected to approach Micron's levels over time, they add. The overall global memory usage is expected to increase more than seven-fold between 2026 and 2030, driven by the evolution of artificial intelligence, they say. CXMT's stock surged 466% to 49 yuan on its market debut Monday. Nomura initiates coverage on the stock with a buy rating and a CNY116 target price. (jie.yang@wsj.com)

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July 27, 2026 03:52 ET (07:52 GMT)

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The company currently holds around a 10% market share, they say in a note. Its major U.S. competitor, Micron, currently holds a market share of over 20%, but CXMT is expected to approach Micron's levels over time, they add. The overall global memory usage is expected to increase more than seven-fold between 2026 and 2030, driven by the evolution of artificial intelligence, they say. CXMT's stock surged 466% to 49 yuan on its market debut Monday. Nomura initiates coverage on the stock with a buy rating and a CNY116 target price. 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The company currently holds around a 10% market share, they say in a note. Its major U.S. competitor, Micron, currently holds a market share of over 20%, but CXMT is expected to approach Micron's levels over time, they add. The overall global memory usage is expected to increase more than seven-fold between 2026 and 2030, driven by the evolution of artificial intelligence, they say. CXMT's stock surged 466% to 49 yuan on its market debut Monday. Nomura initiates coverage on the stock with a buy rating and a CNY116 target price. (jie.yang@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 27, 2026 03:52 ET (07:52 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DISK","symbol_name":"Tema Memory ETF","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2654090797","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2654090797","pubTimestamp":1785138720,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0752 GMT - Chinese memory maker CXMT could capture an 18% global DRAM market share by the end of 2028, say Nomura analysts. The company currently holds around a 10% market share, they say in a note. Its major U.S. competitor, Micron, currently holds a market share of over 20%, but CXMT is expected to approach Micron's levels over time, they add. The overall global memory usage is expected to increase more than seven-fold between 2026 and 2030, driven by the evolution of artificial intelligence, they say. CXMT's stock surged 466% to 49 yuan on its market debut Monday. Nomura initiates coverage on the stock with a buy rating and a CNY116 target price.  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The company currently holds around a 10% market share, they say in a note. Its major U.S. competitor, Micron, currently holds a market share of over 20%, but CXMT is expected to approach Micron's levels over time, they add. The overall global memory usage is expected to increase more than seven-fold between 2026 and 2030, driven by the evolution of artificial intelligence, they say. CXMT's stock surged 466% to 49 yuan on its market debut Monday. Nomura initiates coverage on the stock with a buy rating and a CNY116 target price. 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