China Faces DRAM Crisis: CXMT Struggles to Meet Domestic Industrial Demand
pstAsiatech · x · 2026-08-11
While many are concerned about CXMT chips appearing in iPhones, the real issue for China is that CXMT cannot produce enough memory chips for its own industries.
This severe domestic DRAM shortage could bottleneck local tech and AI development, prompting calls to reconsider memory supply chain controls.
Related event: CXMT Reaches Production Capacity Limit, Prioritizing Domestic AI Demand(2 posts)→
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