CXMT의 사장은 회사의 첫 4F² DRAM 제품이 2026년 말까지 출시될 서버용 DDR5 RDIMM이 될 것이라고 밝혔으며, 이 발언으로 글로벌 반도체 주가가 급락했다.

CXMT expects to launch its first 4F² product, a server DDR5 RDIMM, by the end of the year, company president Cao Kanyu said in remarks reported by Yicai. The memory will be built on a denser cell layout that has not yet been commercialized. It uses vertical transistors to reduce the cell's footprint by about one-third on paper. No speeds or capacities have been announced for the new product.

Cao spoke about the new RDIMM at the Integrated Chips and Chiplets Conference on Saturday. A 4F² cell is 2F by 2F, at about two-thirds the area of current 6F² cells at the same feature size, and designs so far all stand the transistor up. The company has produced research and patent filings on the technology, with papers in 2021, 2023, and 2025. An 8Gb full-array research example was demonstrated at IEDM 2023.