● Covered by 1 source · 1 reportMedium impact1 neutral
CXMT Reportedly Plans 3D NAND Production for SSDs, Expanding Beyond DRAM
Key points
- CXMT plans a 3D NAND R&D line at its second Beijing facility.
- The R&D line is expected to be operational in 2-3 years.
- CXMT has discussed NAND ambitions with potential customers for AI/supercomputing.
- This expands CXMT beyond DRAM, into YMTC's traditional 3D NAND market.
CXMT's Reported Expansion into 3D NAND
CXMT, a major Chinese DRAM manufacturer, is reportedly developing 3D NAND memory. Sources indicate the company intends to build a 3D NAND research and development production line at its upcoming second manufacturing facility near Beijing. This initiative would mark a significant expansion beyond its current DRAM specialization.
Timeline and Research Efforts
The experimental production line is projected to be operational in two to three years, as the second Beijing facility has not yet broken ground. Additionally, CXMT has established a research institute in Beijing that includes NAND flash development among its projects, according to one source. CXMT has not formally confirmed these 3D NAND plans.
Market Implications and Competition
If CXMT's 3D NAND project progresses to high-volume manufacturing, it would place the company in direct competition with YMTC, China's other major memory producer, which has traditionally focused on 3D NAND. This move suggests both CXMT and YMTC are aiming to become comprehensive DRAM and NAND suppliers, similar to global leaders like Micron, Samsung, and SK hynix. CXMT has reportedly discussed its NAND ambitions with prospective customers, including a company planning to use CXMT-made NAND in storage products for AI and supercomputing applications.
Business Diversification vs. Commercial Sense
While diversifying into 3D NAND offers business advantages, the commercial viability of this move for CXMT is currently unclear. CXMT, which posted significant revenue and profit in the first half of the year, is still smaller than the top three memory suppliers. The company has considerable room to expand within its established DRAM expertise, particularly with the growing demand for advanced DRAM and HBM3E driven by AI applications.
✨ This summary was generated by AI from the outlets' reporting listed below. It is not independently verified and may contain errors — check the original sources. How BrevFeed works →
The daily brief
One email each morning: the day's tech stories, clustered across outlets and summarized. No account needed.
One email a day. Unsubscribe in one click, any time.
Today's brief
Spend a few minutes, get the whole day. Every topic's top stories in one hands-free rundown — listen, watch, or read the transcript.
▶ Play today's brief
New every morning, and the back catalogue is archived by date.
Reporting from
CXMT, China's leading DRAM producer, is reportedly planning to establish a 3D NAND R&D production line at its second manufacturing facility near Beijing, aiming to diversify into flash memory for SSDs. This move would position CXMT to compete with YMTC and global memory giants like Micron and Samsung by offering both DRAM and NAND products.