CXMT DDR5 Yields Above 90% Raise Competitive Pressure

CXMT's DDR5 ramp is becoming a more serious competitive variable for the DRAM market. TechPowerUp reports that the Chinese memory maker has pushed DDR5 manufacturing yields above 90%, close to the yield levels associated with the established leaders. The same report says CXMT is targeting 350,000 DRAM wafers per month by year-end. The adoption picture is still uneven. Some PC makers reportedly limit or avoid CXMT memory, while others use it mainly in China or selected emerging markets. That means CXMT's output may not immediately pressure global branded PC supply in the same way Samsung, SK hynix, and Micron do. Still, high yields and large wafer targets can expand effective DDR5 availability, especially in China-linked demand channels, and could put longer-term pressure on incumbent pricing power.