Changxin Storage's DRAM production capacity has increased significantly

Changxin Memory Technologies (CXMT) expects its DRAM production to reach 2.73 million pieces this year, a 68% increase from last year. If this trend continues, Changxin Memory's DRAM production may exceed that of Micron and is expected to reach half of SK Hynix. It is expected that in the next 1-2 years, the DRAM market will be reorganized from a three-party structure to a four-party structure, and oversupply will become a reality.