CXMT's LPDDR6 is about to enter mass production.

I saw some news that CXMT's LPDDR6 is nearing the end of its R&D verification phase. The design speed is 12800Mbps, with a base operating speed of 10667Mbps, a single chip capacity of 16Gb, and it uses a 1295 Ball POP stacked package.

Let's see what the international giants are doing.
SK Hynix is the fastest, having completed the development and verification of 16Gb LPDDR6 using the 1c process in March this year, with plans to supply in the second half of the year. Samsung showcased its LPDDR6 products at CES in January this year, but has not yet announced a clear mass production timeline. Micron hasn't even mentioned specific progress.

If CXMT successfully achieves mass production in the second half of the year, it will be one of the first manufacturers globally to mass-produce LPDDR6.

What does this mean? Domestic DRAM went from catching up in the DDR4 era to the LPDDR6 era in less than ten years, moving from "catching up" to "running alongside."

Market share also corroborates the significance of this. In Q4 2025, CXMT's global DRAM market share reached 7.67%, ranking fourth globally. Three years ago, this figure was less than 4%. From LPDDR5 to LPDDR6, crossing two generations of technology took less than three years.

My personal view is: five years ago, no one would have dared to think that domestic memory could compete on equal footing with Samsung and SK Hynix on the most cutting-edge standards. The industry is moving forward, and accelerating. As for tomorrow's stock price fluctuations, I'm not sure either. But once you clearly understand the industry trend, your holding mindset will be much more stable.