from April month.. this is Korean Media
1. CXMT (DRAM 및 HBM)
• 2024: ~100,000 WPM level
• 2025: ~200,000 WPM
• 2026: ~300,000 WPM target = Top 3 global rankings
• 2027: 350,000-400,000 WPM
A structure that quickly approaches the level of Samsung (500,000) and Hynix (400,000)
CXMT aims to improve constitution and economies of scale at the same time, with high value-added lines centered on DDR5 and HBM (High Bandwidth Memory) rather than traditional DDR4.
• Shanghai New Fab Construction: It is building a production facility in Shanghai that is two to three times larger than Hefei's headquarters, with the goal of operating it in 2027. Equipment imports will begin in the second half of 2026.
· Target to Expand Production Capacity: We have already expanded our DRAM production capacity from 105,000 units per month at the end of 2023 to 250,000 to 270,000 units per month. With the expansion of the Shanghai plant, our production capacity is expected to double or triple its current capacity.
• Securing HBM Exclusive Line: By 2026, we plan to allocate approximately **20%** of total production capacity to mass production of HBM3 modules. Target wafer input is known to be around 60,000 units per month.
• Hefei Phase 2 Expansion: It will secure 40,000 additional production capacity per month through the Phase 2 expansion of its existing Hefei plant, bringing its total production to over 300,000 units per month.
• Technology Node: To avoid regulation, we are continuing to introduce equipment, naming the 17nm process 18.5nm class, and we are rapidly transitioning our lines to high-performance products such as DDR5-8000 and LPDDR5X.
1. CXMT (DRAM 및 HBM)
• 2024: ~100,000 WPM level
• 2025: ~250,000 WPM
• 2026: ~300,000 WPM target = Top 4 global rankings
• 2027: ~400,000 WPM (Shanghai)
• 2028: ~500,000 WPM (Shanghai)
A structure that quickly approaches the level of Samsung (650,000) and Hynix (500,000)
CXMT aims to improve constitution and economies of scale at the same time, with high value-added lines centered on DDR5 and HBM (High Bandwidth Memory) rather than traditional DDR4.
• Shanghai New Fab Construction: It is building a production facility in Shanghai that is two to three times larger than Hefei's headquarters, with the goal of operating it in 2027. Equipment imports will begin in the second half of 2026.
I have it.
· The Hefei plant's monthly production capacity is 110,000, the second plant's 80,000 and the Beijing plant's 70,000 units, totaling about 300,000 units, all with maximum production capacity.
· In terms of processes, G4 has already been mass-produced at 16 nanometers, with the yield of DDR5 increasing from 80% at the end of 2024 to the current 90% range.
G5 is equivalent to 15 nanometers mass-produced at the end of 2026.
· HBM2 was launched in the second half of 2025 and was primarily supplied to Huawei STEU 910, two years earlier than external expectations. HBM3's front-end wafer production capacity is mainly secured from existing bases in Hefei and Beijing, with a target monthly production of 60,000 units, accounting for about 20% of the total production capacity. The stacking and packaging at the rear end will be undertaken by the newly built HBM encapsulation plant in Shanghai and will be operational at the end of 2026.
• Technology Node: DDR5 (up to 8000Mbps) and LPDDR5X (up to 10667Mbps) offerings (November 2025) Recently, we are quickly transitioning our lines to high-performance product lines such as DDR5-8000 and LPDDR5X.