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Digitimes November 5, 2026 By Levi Li positive

CXMT prepayments surge 16x with DRAM shortage lifting market share

AI / LLMMemorySupply ChainRegulation
Global memory supply constraints are creating opportunities for Chinese DRAM maker CXMT to expand its market share. As major international manufacturers prioritise high-bandwidth memory (HBM) and advanced DRAM, the tightening supply of mainstream DRAM is allowing CXMT to capitalise on domestic demand and capacity expansion.
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