CXMT validates G6 DRAM engineering samples in Q3, mass production expected within a year
zephyr_z9 · x · 2026-10-31
CXMT's financial filing confirms its sixth-generation (G6) DRAM platform has completed engineering sample validation. Q3 revenue hit RMB 118.7B (+19.3% QoQ) with net profit of RMB 89B and gross margin of 89.5%.
R&D spend for the first three quarters reached RMB 11B, up 73% YoY. G5 entered mass production in September, and G6 is expected to reach mass production within a year, suggesting CXMT is closing the technology gap with leading manufacturers much faster — possibly via a 4F2 transition or heavier multipatterning, though the exact source of gains remains unclear.
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