NuAxiSemiconductor trade intelligence

CXMT gains ground in DRAM as Samsung, SK Hynix shift more capacity to HBM

What happened

Samsung and SK Hynix are shifting production capacity to HBM, tightening conventional DRAM supply and allowing CXMT to gain market share without price competition. This structural shift is bullish for DRAM pricing.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

DRAM HBM

Samsung Electronics SK HynixChangXin Memory Technologies (CXMT)

capacity-shiftshortagemarket-share

Source and time

Source: DigiTimes Asia · 9/24/2026 · View original source

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CXMT gains ground in DRAM as Samsung, SK Hynix shift more capacity to HBM

What happened

Impact and signal

Affected components and suppliers

Source and time

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