---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43153627.md"
description: "⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: CXMT Weighs Second Beijing DRAM Fab Amid AI Memory Boom - Reuters - $Sandisk(SNDK.US) $Micron Tech(MU.US) $SK Hynix(SKHY.US) $Seagate Tech(STX.US) $Western Digital(WDC.US) 👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤  𝗖𝗫𝗠𝗧 is considering building a 𝘀𝗲𝗰𝗼𝗻𝗱 𝗗𝗥𝗔𝗠 fab in Beijing.➤  Company is in financing talks with Beijing-backed technology investors.➤  Expansion follows CXMT's record $𝟴.𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 IPO last month.➤  Proposed Beijing fab would be located in 𝗬𝗶𝘇𝗵𝘂𝗮𝗻𝗴 technology hub.➤  CXMT is seeking at least ¥𝟲𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in local government support.➤  Shanghai and Hefei expansion projects could double capacity above 𝟲𝟬𝟬,𝟬𝟬𝟬 wafers monthly.➤  CXMT currently operates 𝘁𝗵𝗿𝗲𝗲 𝟭𝟮-𝗶𝗻𝗰𝗵 DRAM fabs in China.➤  AI infrastructure demand continues to drive global 𝗺𝗲𝗺𝗼𝗿𝘆 𝗰𝗵𝗶𝗽 shortages.➤  A leading-edge DRAM fab typically requires more than $𝟭𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 to build.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤  Highlights China's push to expand domestic 𝗔𝗜 𝗺𝗲𝗺𝗼𝗿𝘆 manufacturing capacity.➤  Increased CXMT output could intensify competition with 𝗦𝗮𝗺𝘀𝘂𝗻𝗴, 𝗦𝗞 𝗛𝘆𝗻𝗶𝘅, and 𝗠𝗶𝗰𝗿𝗼𝗻.➤  Additional DRAM supply may reshape the global AI memory market over time.➤  Demonstrates continued state-backed investment in China's semiconductor industry."
datetime: "2026-08-03T10:36:43.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43153627.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43153627.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43153627.md)
author: "[Hardik Shah](https://longbridge.com/en/profiles/27423834.md)"
---

# ⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: CXMT Weighs Second Beijing DRAM Fa…


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## Comments (1)

- **axee · 2026-08-03T11:01:54.000Z**: Can't even tell the difference between Changjiang and CXMT?