CXMT Plans 4F2 DDR5 RDIMM by End of 2026, Sinking Samsung and SK Hynix Shares
CXMT is taking the 4F2 design straight into server DRAM rather than the consumer memory it has focused on, which is the first real pressure on the segment where Samsung, SK hynix, and Micron hold their margin.
Reporting from 1 source: GIGAZINE.
CXMT says its first 4F2 architecture product will be a server DDR5 RDIMM due by the end of 2026. The vertical-transistor design cuts each memory cell's footprint by about one-third on paper and could fit 50% more cells. After the announcement, Samsung and SK hynix shares fell more than 7%, and Micron dropped about 4%. No speeds or capacities were disclosed.
CXMT president Cao Kanyu cast the server DDR5 RDIMM as the first-generation product of the 4F2 line, a choice that points the company at the part of the market where overseas suppliers have been strongest. The company has filed more than 300 patents on the technology and published papers in 2021, 2023, and 2025. Samsung is developing its own vertical-transistor setup but has set a mass-production target of 2028, putting it two years behind CXMT on that timeline. Analysts quoted in the coverage caution that a 2026 mass-production start does not mean a stable line, and CXMT has not published speeds or capacities for the module.
Synthesized by Yomimono from the 1 cited source below, including Japanese-language reporting where cited, then editorially reviewed before publishing.