“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%.