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CXMT claims DRAM miniaturization breakthrough with fifth-generation process

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CXMT claims DRAM miniaturization breakthrough with fifth-generation process

This digest was compiled by AI from multiple sources — links to the originals are below.

Chinese memory-maker CXMT claims it has started mass production of DRAM chips using a fifth-generation process that doubles memory density. The company says a high-k dielectric metal gate process adapted to DRAM puts it on par with rival memory-makers. The claim comes as global memory shortages have driven up smartphone prices.

Key Facts

  • CXMT announced on Sunday that it has started mass production of DRAM chips using a fifth-generation process that doubles memory density.
  • The company's key breakthrough is a high-k dielectric metal gate process adapted to DRAM manufacturing.
  • CXMT unveiled two LPDDR5X memory modules for smartphones and high-end consumer electronics, each with 24GB capacity.
  • Apple has reportedly evaluated CXMT products, according to the report.

The Claimed Breakthrough

CXMT posted news on Sunday that it has started mass production of chips made with a fifth-generation process that essentially doubles memory density. The company says its key breakthrough is a high-k dielectric metal gate process – a way of insulating silicon to improve efficiency – adapted to baking DRAM. CXMT claims its new process puts it on par with rival memory-makers. The proof of the pudding is apparently a pair of LPDDR5X memory modules for smartphones or other high-end consumer electronics, both boasting 24GB of memory.

Market Context

If CXMT's claims of improved density and mass production are correct – and the new products aren't too pricey – it's good news for Chinese electronics manufacturers struggling to source affordable memory. Global supply chain crunches caused by demand for AI-related products have led to memory shortages. That shortage recently saw Apple hike iPhone prices by $100 and led the GSM Association to warn that rising smartphone prices threaten to slow digital inclusion. Democratic governments, however, are mostly uncomfortable with allowing their smartphone manufacturers to use Chinese components.

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