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Deep & Emerging Tech·September 22, 2026·1 min read

China’s biggest memory maker says it has caught up with Samsung and Micron

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If CXMT’s process is truly on par with leading DRAM nodes, the memory supply picture for AI and data center workloads could shift faster than many Western roadmaps assume. For operators, that’s a prompt to revisit long-term hardware sourcing risk—both for price volatility and for geopolitical exposure.