CXMT deepens DDR4 retrenchment; Nanya draws interest from US cloud giants

Siu Han, Taipei; Levi Li, DIGITIMES Asia Thursday 4 December 2025 0

Credit: DIGITIMES

DDR4 DRAM supply remains severely constrained, with forecasts pointing to elevated pricing through the first half of 2026. Supply-chain sources say China-based CXMT will accelerate its DDR4 retreat, cutting planned 2026 year-end capacity from 20,000...

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