CXMT wants DDR6 ready before Samsung and SK hynix can tighten their grip on the next memory market.
DDR6 RAM commercialisation is expected between 2028 and 2029. CXMT and its supply chain are already trying to get ahead before the Korean memory giants lock down another global cash machine.
According to the Electronic Times, the Chinese memory maker wants the move from DDR5 to DDR6 to be smooth and efficient. To do that, it has brought in a new manufacturer considering a panel-based process instead of the method used for DDR4 and DDR5.
DDR6 RAM will use a multi-layer design, which means CXMT needs a manufacturing overhaul that does not trash its yields. That is where things get trickier than churning out older memory.
For DDR4 and DDR5 production, CXMT does not require particularly complex manufacturing processes. Both standards use single-layer or low-layer substrates without clobbering yields.
Even though CXMT’s DDR5 still trails SK hynix’s parts at identical speeds, the company is keen to push towards DDR6. Ambition is cheaper than wafers, but it can still move a supply chain.
ET reports that Haesung DS, the latest name in CXMT’s supply chain, has passed quality qualification tests for DDR5 package substrates. The tests reportedly cleared in the first quarter of 2026.
Haesung DS is a leading maker of package substrates. DDR4 and DDR5 production used an inexpensive process called Reel-to-Reel, which was good enough until memory packages became more complex.
For DDR6 RAM, Haesung DS is moving towards a panel method that supports multi-layer designs. The idea is to keep production efficient without watching yields go for a long walk off a short pier.
Theoretically, the existing Reel-to-Reel method could still be used for DDR6. The problem is that profitability and efficiency decline as the number of circuit layers increases, making the panel approach appear safer.
Samsung and SK hynix are already developing DDR6 RAM, so CXMT is not exactly strolling.
Companies unable to secure enough shipments now see CXMT as useful. That is not because it has suddenly outengineered the Koreans, but because it can reduce supply risk for nervous customers.
The Fruity Cargo Cult Apple is reportedly in talks with the Chinese manufacturer. Job’s Mob is reportedly testing CXMT’s memory chips, which should give the company plenty of motivation to hurry up with DDR6.
The report does not say when Chinese-made DDR6 DRAM will enter mass production. For now, CXMT has the opening, Haesung DS has the process shift and Samsung and SK hynix have a new reason to watch the rear-view mirror.
