CXMT reportedly prices DDR5 server memory above Samsung

CXMT is reportedly charging more for 64 GB DDR5 server RDIMM modules than Samsung, reversing expectations that the Chinese DRAM supplier would compete mainly on lower prices. Demand has surged roughly tenfold, leaving CXMT exposed to the same pricing pressure affecting Samsung, SK Hynix, and Micron.

Price increases have drawn pushback in China. Some Chinese electronics firms reportedly complained to China’s Ministry of Industry and Information Technology about hikes from CXMT and YMTC, saying the higher costs were delaying product launches.

CXMT is building new plants in Shanghai and Hefei and is in talks over a third fab. Once the two plants begin production, monthly wafer output will pass 600,000, more than doubling current capacity and potentially allowing CXMT to match Micron this year and overtake it by 2030 if plans remain on track.

CXMT reported Q1 2026 revenue of about RMB 50.8 billion, up 719% year over year, with net profit rising over 1,200%. It expects first-half 2026 revenue of RMB 110-120 billion, growth of over 600%, and holds around 8-10% of the global DRAM market, behind Micron at 24%, SK Hynix at 29%, and Samsung at 36%.