#1 完了，存储产业白菜化了
发表于 ： 2025年 4月 25日 18:58
长存今年扩产远超棒子预期，按目前趋势今年要追平美光，达到海力士的一半。
China's CXMT muscles into DRAM's top tier—Is 'Big Three' era over?
Forecasts suggest ChangXin Memory Technologies (CXMT), China's leading DRAM supplier, will dramatically expand its output in 2025—far surpassing previous expectations. If current momentum holds, CXMT could soon close in on Micron's production and hit 50% of SK Hynix's output levels.
Analysts warn that the DRAM market may evolve from its long-standing "Big Three" structure into a four-player contest within the next one to two years, setting the stage for a potential oversupply cycle.
South Korea's G-enews and ChosunBiz, citing Omdia research, project CXMT's 2025 DRAM output to hit 2.73 million wafers—a 68% jump from 1.62 million in 2024.
China's CXMT muscles into DRAM's top tier—Is 'Big Three' era over?
Forecasts suggest ChangXin Memory Technologies (CXMT), China's leading DRAM supplier, will dramatically expand its output in 2025—far surpassing previous expectations. If current momentum holds, CXMT could soon close in on Micron's production and hit 50% of SK Hynix's output levels.
Analysts warn that the DRAM market may evolve from its long-standing "Big Three" structure into a four-player contest within the next one to two years, setting the stage for a potential oversupply cycle.
South Korea's G-enews and ChosunBiz, citing Omdia research, project CXMT's 2025 DRAM output to hit 2.73 million wafers—a 68% jump from 1.62 million in 2024.