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ChangXin Memory Technologies (CXMT) is considering a sixth DRAM fab in China after its $8.6 billion July IPO, which could more than double production capacity. Investment banker Dan Niles projects China could capture 30% of the DRAM market by 2030, though advanced chipmaking tool access remains a bottleneck.
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Summary by ByteBrief
CXMT to make LPDDR6 memory by end of 2026