China’s CXMT muscles into DRAM’s top tier—Is ‘Big Three’ era over?

Forecasts suggest ChangXin Memory Technologies (CXMT), China’s leading DRAM supplier, will dramatically expand its output in 2025—far surpassing previous expectations. If current momentum holds, CXMT could soon close in on Micron’s production and hit 50% of SK Hynix’s output levels.