CXMT, through expansions and yield improvement, has once again taken the crown for YoY growth of output bit for 2026. The supplier’s major product, mobile DRAM, highly corresponds to DRAM products required by China, the largest production base of smartphones in the world. China’s subsidy policy, as well as the shortage of LPDDR4X generated by production shift among South Korean and US suppliers, have facilitated a swift expansion of CXMT’s market share.

Key Highlights

• CXMT continues to lead in global YoY growth of output bit for 2026.
• Mobile DRAM serves as the core product for CXMT.
• Shift of production among South Korean and US suppliers led to a structural shortage, which prompted CXMT to increase its growth of market share as it enlarges output.
• CXMT has been accelerating localization of supply chains under US-China trade restrictions, and deploying in markets of diversified applications.

Table of Contents

1. CXMT Leads Once Again in YoY Growth of Output Bit for 2026 under Ongoing and Aggressive Deployment in Memory Market
   • CXMT’s YoY Growth of Output Bit
2. CXMT Became the Largest Supplier of LPDDR4X under China’s Subsidy Policy and Production Cuts among South Korean and US Suppliers
   • Supply Share of LPDDR4(X)
3. High Ratio of LPDDR4X to Support Market Demand for Mid-to-Low End Smartphones
   • CXMT Mobile DRAM Market Penetration Rate
4. CXMT Relies on Expanding Market Share of LPDDR4X and LPDDR5X in Medium and Short Term, Followed by G5 Node and 3D DRAM Development in Long Term

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