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As we move into 2026, the global DRAM memory market continues to grapple with supply constraints, prompting significant shifts in the competitive landscape. With traditional memory behemoths like Samsung, SK Hynix, and Micron approaching the limits of their production capacities, leading PC manufacturers are aggressively pursuing partnerships with ChangXin Memory Technologies (CXMT), a Chinese memory producer, to secure a reliable supply of crucial components. CXMT has witnessed a remarkable surge in its DRAM market share, jumping from 3% in the corresponding period of 2025 to a robust 8%. The company has inked a long-term supply deal with Tencent, valued at over 20 billion yuan, and is actively engaged in discussions about potential collaborations with Apple and other prominent domestic internet firms.
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