#DRAM
2 stories · 2 issues · daily DRAM news timeline
#DRAM timeline · newest first
Wed, Oct 21
CXMT’s expansion roadmap points to 420,000 wafers a month in 2027 as conventional memory supply tightens
AI affects memory markets through shared capacity; additional conventional DRAM supply expands customer options and eases allocation pressure.
Sat, Aug 29
CXMT posts first-half revenue of 150.3 billion yuan, up 873%, with 77.6 billion yuan in profit
A memory maker clearing 77.6 billion yuan in six months shows AI investment profits piling up upstream along the supply chain.