Samsung Rises 3.3% as China's CXMT Starts Mass Production of Fifth-Generation DRAM

GuruFocus··KRCNUS·Read original
3▲1 ▼2Impact / 5
Summary · why it matters

Samsung Electronics rose 3.25% to 285,500 won in Seoul even as Chinese rival CXMT said its fifth-generation DRAM platform and two 24-gigabit LPDDR5X products entered mass production. CXMT says each new chip holds 50% more data than its comparable predecessor, while the platform produces at least 50% more dies per wafer. Reuters identified Samsung, SK Hynix and Micron as the established suppliers facing this challenge, though CXMT has not disclosed production yields or shipment volumes, leaving the scale of the threat unclear. For Samsung, cheaper memory could also benefit its smartphone business even as rival handset makers gain the same advantage.

Impact on assets 4

Semiconductors▼ · 2 stocks
SK Hynix Inc
000660
▼ NegativeCompetitionrelevance

Named as an established memory supplier challenged by CXMT's mass production of fifth-generation DRAM.

Micron Technology Inc
MU
▼ NegativeCompetitionrelevance

Named as an established DRAM supplier facing CXMT's new fifth-generation DRAM mass production, a competitive threat.

Artificial Intelligence▲ · 1 stocks
Others▲ · 1 stocks
CXMT Corporation
688825
▲ PositiveTechnologyrelevance

CXMT's fifth-generation DRAM platform and 24Gb LPDDR5X products entered mass production.

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