CXMT, the world's fourth-largest DRAM maker, is now reportedly charging more for its 64 GB DDR5 server RDIMM modules than Samsung, which is already asking $1,240 per unit. The numbers come from Reuters and flip the script on what most people assumed about CXMT, that it would undercut Samsung, SK Hynix, and Micron on price. As we reported previously, CXMT's edge was never really about price. It was about supply availability at a time when demand was consuming everything that Samsung, SK Hynix, and Micron could provide. That demand has since surged roughly tenfold, and CXMT is now under the same pricing pressure as everyone else. The situation was so serious that, reportedly, this year, some Chinese electronics firms filed complaints with China's Ministry of Industry and Information Technology. The companies complained over price hikes from both CXMT and YMTC , claiming the increases were delaying product launches.

CXMT is also building two new plants in Shanghai and Hefei, and is involved with ongoing talks about a third fab. When those two fabs start production, CXMT's monthly wafer output will pass 600,000. That is more than doubling current capacity and the Chinese company could match Micron this year and possibly overtake it by 2030 if plans stay on track. Financially, CXMT reported Q1 2026 revenue of about RMB 50.8 billion (~$7.5B), up 719% year over year, with net profit rising over 1,200%. The company is forecasting first-half 2026 revenue of RMB 110-120 billion ($16-$17.7 billion), representing growth of over 600% compared to the same period last year. A historic IPO is also in the works alongside the fab expansion push. CXMT currently holds around 8-10% of the global DRAM market , behind Micron at 24%, SK Hynix at 29%, and Samsung at 36%.