CXMT Gains DRAM Share as Samsung, SK Hynix Pivot to HBM

Digitimes reports that China's CXMT is steadily gaining share in commodity DRAM while Samsung and SK Hynix shift capacity toward higher-margin HBM. This could intensify price competition in mainstream DRAM and erode SK Hynix's pricing power in lower-end segments, though its leadership in high-end HBM remains solid near term.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.