tphuang(@tphuang):Latest CXMT update: Hefei & Beijing fabs are fully booked & preparing to add capacity thru 2028 (could increase to 600k wpm by 2028). Hefei-3, Beijing-2 + Shanghai? CXMT talks about G5 platform already matching industry leading mass produced nodes. LPDDR6 product hitting 12800 Mbps & lowering power consumption by 20% vs LPDDDR5X. Achieved this through SAQP. Company achieved 4F2 & other critical advancement in architecture. Again, this has hue application across mobile devices, edge compute, AIDC & smart cars.

tphuang

@tphuang

My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack

参加 May 2009

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tphuang@tphuang

2026.10.21 12:49

Latest CXMT update: Hefei & Beijing fabs are fully booked & preparing to add capacity thru 2028 (could increase to 600k wpm by 2028). Hefei-3, Beijing-2 + Shanghai? CXMT talks about G5 platform already matching industry leading mass produced nodes. LPDDR6 product hitting 12800 Mbps & lowering power consumption by 20% vs LPDDDR5X. Achieved this through SAQP. Company achieved 4F2 & other critical advancement in architecture. Again, this has hue application across mobile devices, edge compute, AIDC & smart cars.