Chinese memory maker CXMT has reportedly seen its DRAM capacity booked through 2027

When it comes to the memory crisis facing the consumer technology market, whether that's laptops, desktop PCs, or even smartphones, it can be hard to understand the sheer scale of the unprecedented demand. According to analysts, current and near-term demand for DRAM and memory from the data center and AI industries actually eclipses all DRAM in circulation.

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This is one of the main reasons we're continuously hearing and reporting new data on how the situation is getting 'worse' and that there's currently no quick fix or solution on the table. Case in point, PC and hardware makers are looking to Chinese memory companies like CXMT for DDR5 and LPDDR5X memory. However, even here, PC OEMs like Dell, HP, Lenovo, and even Apple are having to secure large long-term DRAM supply at high prices.

Even as CXMT expands its DRAM wafer production to reach an impressive 350,000 per month by the end of 2026, which is right up there with companies like Micron, it's still not enough to meet the demand. Especially for smaller companies and vendors looking to secure memory. As reported by DigiTimes, there's virtually no CXMT allocation available for the smaller brands.

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Question #1

How does CXMT's planned DRAM wafer production growth compare to established suppliers like Micron?

The article states CXMT is expanding DRAM wafer production to about 350,000 wafers per month by the end of 2026, placing it "right up there with companies like Micron." It also says CXMT’s growing capacity has been largely booked through 2027 by major PC OEMs, mirroring the scarcity seen with Micron and other established suppliers.

Answered

Question #2

Why are smaller brands finding it difficult to secure CXMT DRAM allocations?

Smaller brands are finding it difficult to secure CXMT DRAM allocations because overall demand for DRAM from PCs, data centers, and AI far exceeds current supply, and CXMT’s expanding production still cannot meet that demand. Large PC OEMs have booked CXMT’s capacity through the end of 2027 and secured long-term supply at high prices, leaving virtually no allocation available for smaller vendors.

Answered

Question #3

How might CXMT's expanding presence in global products affect availability for non-OEM vendors?

As CXMT expands into more products and global markets, its available DRAM capacity is largely booked by major PC OEMs through the end of 2027, leaving virtually no allocation for smaller brands. That means non-OEM vendors and smaller companies will face limited or no access to CXMT memory, worsening their ability to secure supply.

Answered

Question #4

What US policy or restrictions are mentioned that could limit companies from sourcing CXMT memory?

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And with that, the larger PC OEMs have apparently booked CXMT's capacity through the end of 2027, mirroring the scarcity seen with companies like Micron, SK hynix, and Samsung. Although CXMT memory is now finding its way into more products and global markets, its use remains controversial due to United States policy and restrictions. Currently, some lawmakers in the country are pushing to block Apple from sourcing memory from the Chinese company.