CXMT Grabbed 11.3% of DRAM Growth in 2026, but Analysts Say China’s Momentum Collapses to 6.9% by 2027

Chinese chipmaker CXMT captured a notable 11.3% of DRAM market growth in 2026. However, projections indicate its expansion momentum will significantly slow, accounting for only 6.9% of growth by 2027, according to industry analysts.
Key takeaways
- CXMT's share of DRAM growth is projected to decline
- Global memory chip market dynamics are shifting
- AI hardware supply chains may face adjustments
- Analysts foresee a slowdown in Chinese DRAM expansion
Why it matters
This development impacts the supply chain for AI hardware. Reduced growth from a key player like CXMT could affect the availability and cost of memory components essential for training and running advanced AI models.
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