CXMT Shares Jump 2.6% After Fifth-Gen DRAM Platform Mass Production Announced

ChangXin Memory Technologies (CXMT), listed on the Shanghai Stock Exchange under ticker `688825`, reported a 2.6% rise in shares to 56.97 yuan by 05:16 GMT on Monday, following the announcement of its fifth-generation DRAM platform, the G5, entering mass production. The breakthrough platform leverages 11.95-nanometre memory-array half-pitch technology, achieving at least a 50% increase in die-per-wafer output compared to its predecessor. Two new LPDDR5X products—targeting smartphones and portable electronics—are already in production, each delivering 24 gigabits per die, a 50% uplift over prior-generation equivalents, according to the company’s disclosure. The announcement was made at the 2026 World Manufacturing Convention in Hefei, underscoring China’s strategic push to enhance domestic semiconductor supply-chain resilience amid U.S. export controls on advanced chip technology. The G5 platform aims to improve power efficiency and cost competitiveness, positioning CXMT closer to the industry’s most advanced memory manufacturing standards. The move aligns with broader efforts by Chinese chipmakers to reduce reliance on overseas suppliers, particularly in memory technology, where global dominance remains concentrated among a handful of firms.