Beyond the memory price boom, #CXMT is making moves on multiple fronts—from long-term supply deals to next-gen 4F² DRAM and LPDDR6 expansion.

What happened

According to a TrendForce post dated November 2, 2026, CXMT is riding the memory price boom, with its 3Q26 gross margin soaring to 89.5%, even topping Micron's. The post adds that CXMT reportedly has long-term supply deals in the works with major clients (still in the works, not confirmed as concluded). It also notes that CXMT is making moves on multiple fronts, including long-term supply deals, next-gen 4F² DRAM and LPDDR6 expansion. The stated cause of the margin surge is the memory price boom.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce Official (Market Data) · 11/1/2026 · View original source