Market Rumor - Chinese memory maker CXMT has reportedly seen its DRAM capacity booked through 2027

As PC OEMs and hardware companies look to Chinese memory manufacturer CXMT to secure supply, this alternate source is also reaching its capacity, according to industry sources familiar to this matter.

PC OEMs and hardware makers are booking Chinese memory maker CXMT's DRAM capacity into 2027 as demand from PCs, data centers, and AI outstrips supply; CXMT plans to reach 350,000 DRAM wafers/month by end-2026 but allocations are scarce for smaller vendors and U.S. policy has made CXMT usage contentious.

When it comes to the memory crisis facing the consumer technology market, whether that's laptops, desktop PCs, or even smartphones, it can be hard to understand the sheer scale of the unprecedented demand. According to analysts, current and near-term demand for DRAM and memory from the data center and AI industries actually eclipses all DRAM in circulation.

This is one of the main reasons we're continuously hearing and reporting new data on how the situation is getting 'worse' and that there's currently no quick fix or solution on the table. Case in point, PC and hardware makers are looking to Chinese memory companies like CXMT for DDR5 and LPDDR5X memory. However, even here, PC OEMs like Dell, HP, Lenovo, and even Apple are having to secure large long-term DRAM supply at high prices.

Apple interest thrusts China’s CXMT into memory chip spotlight

CXMT has been thrust into the global spotlight by the race for memory chips. Apple has begun testing the company’s DRam chips for devices sold in China, according to two people familiar with the matter

Predictionmarkets.orgJiayi ZHANG

Even as CXMT expands its DRAM wafer production to reach an impressive 350,000 per month by the end of 2026, which is right up there with companies like Micron, it's still not enough to meet the demand. Especially for smaller companies and vendors looking to secure memory. As reported by DigiTimes, there's virtually no CXMT allocation available for the smaller brands.

CXMT is reported to be listed on Shanghai Stock Exchange on July 27, 2026.

China’s ChangXin Memory Technologies (CXMT) sets July 27 listing date, sources say

China’s leading memory chipmaker ChangXin Memory Technologies (CXMT) is set to debut on the Shanghai Stock Exchange on July 27, marking Asia’s biggest initial public offering this year, Reuters reported on Tuesday, citing people familiar with the matter. The company plans to raise 29.5 billion yuan ($4.

Predictionmarkets.orgReuters

Source:

DigiTimes, July 17, 2026; https://www.digitimes.com/news/a20260717PD219.html