CXMT, China's leading memory chip producer, is making significant inroads into the global market, challenging South Korean dominance. The company's market share in the DRAM memory market has surged from near zero in 2020 to 5% last year, and analysts predict this growth will accelerate. CXMT is also a key player in the high-growth HBM market, crucial for AI systems like ChatGPT, posing a threat to Samsung, SK Hynix, and Micron's grip on the sector.
CXMT , China’s leading producer of memory chips, is rapidly gaining global market share at the expense of South Korean competitors, joining OpenAI rival DeepSeek in strengthening Beijing’s drive to reduce its dependence on foreign technology in advanced fields such as artificial intelligence.
That has been driving down the price of older Dram chips, eating into profit margins at Samsung and SK Hynix and forcing the South Korean companies to retreat from the lower end of the market. Last month, Samsung said it was reducing its exposure to conventional memory semiconductors, amid limited growth for Dram and Nand products.
CHINA MEMORY CHIPS CXMT DRAM AI SAMSUNG SK HYUNIX MICRON MARKET SHARE TECHNOLOGY
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