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CXMT Unlikely to Pose HBM Threat to Memory-Chip Leaders Within Next Three Years -- Market Talk

Dow Jones
May 28

0333 GMT - CXMT could pose a threat to global memory-chip leaders' legacy segments rather than cutting-edge high-bandwidth memory within the next three years, HSBC analysts say in a research note. While major DRAM suppliers concentrate on higher margin server memory, supply in consumer segments such as smartphones, PCs and automotives has loosened, they note. The Chinese memory-chip maker has been offering older-generation DDR4 chips at roughly half the prevailing market rate to capture market share, they note. However, CXMT still trails Samsung, SK Hynix and Micron by approximately three years in advanced DRAM node development, HSBC says, adding that yield rates on new production lines remain the key variable. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

May 27, 2026 23:33 ET (03:33 GMT)

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