CXMT’s blockbuster debut in Shanghai sets stage for next test against global memory giants
“CXMT is targeting to produce HBM from the end of 2026. The new Shanghai fab is geared to produce AI chips, including HBM,” said MS Hwang, research director at Counterpoint Research.
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Samsung Electronics maintains its lead in the global DRAM market with a 38% market share, followed by SK Hynix at 29% and Micron at 22%, according to Counterpoint Research, while CXMT share stood at 8%.
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Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.