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StatementDog | AI & Tech Supply Chains
@statementdog
Tracking the companies and technologies behind the AI buildout. Research informed by company interviews, site visits, analysts, and industry experts.
Joined June 2024
81 Following    3.8K Followers
CXMT says its fifth-generation DRAM platform is now in mass production, along with two 24Gb LPDDR5X products built on it. The company says the platform has an 11.95nm half-pitch in the memory array’s active area, uses quadruple patterning, and has capacitors with a 45-to-1 aspect ratio. Analysts who initiated coverage of CXMT in late August had that generation, which they pegged at roughly 15nm class, going into mass production in H2 2028. They also had CXMT about two generations behind Samsung and Micron, with restricted EUV access as the main brake. Node class and array half-pitch are measured differently, so the 11.95nm figure does not directly map to the analysts’ 15nm classification. Their supply model counts about 300,000 wafers a month in 2026 and roughly 100,000 more each year after that. CXMT says the new platform gets more than 50% more gross die out of the same wafer at an 8Gb basis, its own figure, which would lift bit output without adding wafer starts.
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