반도체·하드웨어 · 리포트
CXMT의 신규 메모리 설계 소식이 전해지면서 글로벌 메모리 경쟁사들의 주가가 크게 하락했다.
CXMT의 설계가 기존 업체들과의 기술 격차를 좁힌다면, 중국의 메모리 자급 속도가 빨라지고 DRAM 공급망 전반의 가격에도 압박이 가해질 수 있다.
업계 전문지Slicast · 2026년 10월 13일 15:04 UTC · 미국 · 출처: Pluang
중요도 68ChangXin Memory Technologies (CXMT), China's leading memory chipmaker, has announced progress on a new memory architecture that increases data density. The news caused shares of global rivals such as Micron, SK Hynix, and Samsung to drop sharply.
CXMT recently completed a blockbuster IPO on Shanghai's STAR Market and is gaining market share despite U.S. export restrictions on advanced chipmaking equipment. The company plans to launch a new server-memory product by 2026 using its innovative "4F square" technology, challenging established players in the memory chip industry.
The development signals increased competition in the global memory market, particularly in high-bandwidth memory (HBM) used in AI systems.