Story perspectives

CXMT Starts Mass Production of 5th-Gen G5 DRAM

By Drooid · Sep 21, 2026, 2:22 PM UTC · How we work

Summary

CXMT Launches G5 DRAM

CXMT Corporation began mass production of its fifth-generation G5 DRAM platform.
On September 21 2026, CXMT shares rose about 2.6 % to 56.97 CNY.
The company reported an 874 % revenue increase in H1 2026 versus the prior year.
Analysts set an average target price of 80.59 CNY, implying roughly 45 % upside from the 55.54 CNY close.
CXMT announced a NAND flash R&D line at its new Beijing facility to compete with Samsung and YMTC.

Summary

CXMT Deploys Digital Twin

CXMT’s G5 platform employs self-aligned quadruple patterning (SAQP) to reach an 11.95 nm active-area half-pitch.
The new high-k metal gate (HKMG) process cuts the core cell array height to 6,762 nm.
A digital-twin system models the full DRAM lifecycle, speeding R&D and process-flow redesign.
The capacitor aspect ratio reaches 45:1, boosting storage density without using EUV lithography.
CXMT developed the G5 platform with Chinese equipment partners despite U.S. export restrictions.

History

Historical Context

After Premier Li Keqiang signed the Made in China 2025 plan in May 2015, Beijing pledged to raise domestic semiconductor content to 70 % by 2025 and allocated hundreds of billions in subsidies, including a $2.9 bn Advanced Manufacturing Fund. CXMT’s 2026 G5 DRAM launch, built with Chinese SAQP tools, follows that drive and sidesteps U.S. export bans on Samsung and TSMC.

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CXMT Launches G5 DRAM

CXMT Corporation began mass production of its fifth-generation G5 DRAM platform.
On September 21 2026, CXMT shares rose about 2.6 % to 56.97 CNY.
The company reported an 874 % revenue increase in H1 2026 versus the prior year.
Analysts set an average target price of 80.59 CNY, implying roughly 45 % upside from the 55.54 CNY close.
CXMT announced a NAND flash R&D line at its new Beijing facility to compete with Samsung and YMTC.

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