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Beijing encourages top Chinese memory maker to abandon DDR4 manufacturing

  • Chinese memory maker ChangXin Memory Technologies (CXMT) is reportedly planning to abandon production of DDR4 memory for PCs and servers by mid-2026, possibly under the instruction of the Chinese Communist Party.
  • The decision to cease DDR4 production comes despite CXMT only recently starting mass production of DDR4 modules and other major memory manufacturers like SK Hynix, Samsung, and Micron concluding plans to halt DDR3 and DDR4 production this year.
  • As the industry shifts towards DDR5 and high-bandwidth memory (HBM) products, China aims for a prominent role in artificial intelligence and cloud infrastructure, with CXMT expected to discontinue DDR4 production in the third quarter of this year, influenced by Beijing.
  • Reduced DDR4 production from major players has led to supply shortages and significant price increases for some 8 GB chips, potentially driving the adoption of DDR5. However, CXMT faces challenges with DDR5 chip stability at higher temperatures compared to competitors like Samsung.

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