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Qualcomm moves into custom DRAM with CXMT for smartphones
What happened
Qualcomm is reportedly exploring a partnership with China's CXMT to develop custom DRAM for smartphones. This move reflects pressure from memory shortages and rising costs in the mobile supply chain. 关注: This could shift future demand patterns for mobile DRAM and alter the competitive landscape for established suppliers.
Impact and signal
Low impactImpact score: 25/100
Affected components and suppliers
QualcommChangxin Memory Technologies (CXMT)
partnershipcustom-chipmobile
Source and time
Source: DigiTimes Asia · 4/13/2026 · View original source
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