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AI CURATED HOT STORY · 11/1/2026

CXMT Reports LPDDR Revenue Surpasses DDR Amid AI-Driven DRAM Shortage

1 reports archived1 independent sourcesupdated 11/1/2026, 21:19:50
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CXMT reported that LPDDR series revenue accounted for 52.02% of total income in the first three quarters of 2026, surpassing the DDR series. The company attributes this to strong server-side demand driven by AI applications, expecting the DRAM shortage to persist into Q4. Additionally, CXMT has mass-produced LPDDR5X on its 5th-gen process platform and completed engineering sample validation for its 6th-gen platform, with plans to upgrade product lines to DDR5 and LPDDR6.

LATEST/CXMT reported that LPDDR series revenue accounted for 52.02% of total income in the first three quarters of 2026, surpassing the DDR series. The company attributes this to strong server-side demand driven by AI applications, expecting the DRAM shortage to persist into Q4. Additionally, CXMT has mass-produced LPDDR5X on its 5th-gen process platform and completed engineering sample validation for its 6th-gen platform, with plans to upgrade product lines to DDR5 and LPDDR6.

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  1. IT之家 · IT业界T2·68 pts

    CXMT Reports LPDDR Revenue Surpasses DDR Amid AI-Driven DRAM Shortage

    • LPDDR series revenue share rose to 52.02%, surpassing DDR as the primary income source.
    • Strong server DRAM demand driven by AI applications is expected to sustain the supply shortage through Q4 2026.
    • The 5th-generation process platform has mass-produced LPDDR5X, while the 6th-generation platform has completed engineering sample validation, paving the way for DDR5/LPDDR6 upgrades.