Changxin Technology begins mass production of fifth-generation DRAM chips
China’s Changxin Technology (CXMT), the world’s fourth-largest DRAM maker, announced on September 20, 2026 that its fifth-generation process technology platform has entered mass production. The company showcased LPDDR5X products at the World Manufacturing Convention. Shares rose nearly 6% intraday before closing up 3.5%, reaching a market cap of 3.9 trillion yuan. Separately, South Korea’s chip exports surged 259% year-on-year in the first 20 days of September to $34.12 billion. UBS raised its global AI capex forecast to $998 billion for 2026 and $1.447 trillion for 2027, citing memory price increases.
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China's Top DRAM Maker Changxin Technology Begins Mass Production of 5th-Gen Chips
Changxin Technology (stock code 688825), China's leading DRAM manufacturer, announced on September 20 that its fifth-generation process technology platform has entered mass production. The announcement was made at the 2026 World Manufacturing Conference. The company also showcased a high-capacity LPDDR5X product built on the new platform. The stock rose nearly 6% in intraday trading on September 21 before paring gains to 3.5%, giving a market capitalization of 3.9 trillion yuan. Changxin cautioned that the new platform requires a yield ramp-up period and that products have not yet generated significant sales. Separately, South Korea reported a 259% surge in chip exports for the first 20 days of September. UBS sharply raised its global AI capital expenditure forecast, projecting $998 billion in 2026 and $1.447 trillion in 2027, citing rapid memory price increases. The bank noted that rising memory prices shift income and profits to Asian memory producers, benefiting their economies.
Read sourceChangxin Technology's Fifth-Gen DRAM Process Enters Mass Production; Stock Surges on AI Memory Boom
On September 21, 2026, Chinese DRAM leader Changxin Technology (stock code 688825) saw its share price surge nearly 6% intraday before closing up 3.5%, reaching a market cap of 3.9 trillion yuan. The rally followed the company's announcement that its fifth-generation process technology platform had officially entered mass production, with LPDDR5X products showcased at the World Manufacturing Convention. Changxin cautioned that the new platform requires a yield ramp-up period and has not yet generated significant sales. The news coincided with strong gains for Samsung Electronics and SK Hynix, as Korean customs data showed chip exports surged 259% in the first 20 days of September. UBS sharply raised its global AI capital expenditure forecast, projecting $998 billion in 2026 and $1.447 trillion in 2027, driven largely by rising memory prices. Changxin reported first-half 2026 revenue of 150.31 billion yuan, up 874% year-on-year, with net profit of 77.6 billion yuan versus a loss a year earlier. Analysts at TF Securities highlighted the company's exposure to AI demand, the DRAM super-cycle, and domestic substitution trends.
Read sourceChangxin Technology Shares Surge on 5th-Gen DRAM Mass Production; Korea Chip Exports Soar 259%
Changxin Technology (stock code 688825), China's leading DRAM manufacturer, saw its shares rise up to 6% on September 21 after announcing late on September 20 that its fifth-generation process technology platform has entered mass production. The company showcased large-capacity LPDDR5X products based on the platform at the 2026 World Manufacturing Convention. Changxin cautioned that the new platform requires a yield ramp-up period and has not yet generated significant sales. The announcement comes amid a global DRAM supply shortage and surging prices driven by AI demand. Separately, Korea Customs data showed Korea's chip exports surged 259% year-on-year in the first 20 days of September, reaching $34.12 billion. UBS sharply raised its global AI capital expenditure forecast, projecting $998 billion in 2026 and $1.447 trillion in 2027, citing rapidly rising memory prices. Changxin reported H1 2026 revenue of 150.31 billion yuan, up 873.64% year-on-year, with net profit of 77.605 billion yuan versus a loss a year earlier. TF Securities highlighted the company's exposure to AI computing growth, the DRAM super-cycle, and domestic substitution trends.
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China's CXMT Mass Produces G5 DRAM, Enters Flash Market; AI Memory Demand Drives Price Surge
This daily storage market digest from TradeAlpha (Sept 21, 2026) reports multiple key developments. China's ChangXin Memory Technologies (CXMT) announced mass production of its fifth-generation (G5) DRAM technology, bringing its general DRAM process close to international leading levels. A source indicates CXMT is preparing to enter the NAND flash market, directly competing with Samsung, SK Hynix, and Micron. Acer notes that storage shortages are partially easing, predicting PC prices may reverse in H2 2027. UBS forecasts global AI capital expenditure will reach $1.4 trillion by 2027, with 90% of the incremental spending driven by memory price increases. TrendForce reports DDR5 16Gb (2Gx8) 4800/5600 spot prices rose 0.75% day-on-day. SK Hynix subsidiary Solidigm plans to build a NAND production base in the eastern US. TrendForce expects CoWoS-L to remain the mainstream AI chip packaging solution through 2028. Mature process foundries like UMC and Powerchip are considering price hikes due to surging demand. South Korea's exports in the first 20 days of September hit a record high, with chip exports surging nearly 260% year-on-year.
Read sourceMemory Market Digest: Longxin G5 DRAM Mass Production, AI Capex Forecast, Chip Export Surge
This daily market digest from Jin10, dated September 21, 2026, covers key developments in the global memory and semiconductor industry. Longxin Technology announced the mass production of its fifth-generation (G5) technology platform, bringing its general-purpose DRAM process close to international tier-1 levels. Sources indicate Longxin is preparing to enter the flash memory market, directly competing with Samsung, SK Hynix, and Micron. Acer noted that storage shortages are partially easing, but PC prices may not reverse until the second half of 2027. UBS forecasts global AI capital expenditure will reach $1.4 trillion by 2027, with 90% of the increase driven by memory price hikes. TrendForce reported a 0.75% day-on-day increase in the spot price of DDR5 16Gb (2Gx8) 4800/5600 modules. SK Hynix subsidiary Solidigm plans to build a NAND production base in the eastern United States. TrendForce also predicts CoWoS-L will remain the mainstream AI chip packaging solution through 2028. Mature-node foundries UMC and Powerchip are planning price increases amid demand surges. South Korea's exports for the first 20 days of September hit a record high, with chip exports surging nearly 260% year-on-year.
China's DRAM Leader Changxin Technology Starts Mass Production of Fifth-Gen Chips
Changxin Technology (stock code 688825), China's top DRAM manufacturer and the world's fourth-largest, announced on September 20 that its fifth-generation process technology platform has entered mass production. The news, disclosed at the 2026 World Manufacturing Conference, drove the company's stock up nearly 6% intraday on September 21 before settling at a 3.5% gain, giving it a market capitalization of 3.9 trillion yuan. The company cautioned that yield ramp-up will take time and that products based on the new platform have not yet generated significant sales. Separately, South Korea's September 1-20 chip exports surged 259% year-on-year to $34.12 billion, according to Korean customs data. UBS sharply raised its global AI capital expenditure forecast, projecting $998 billion in 2026 and $1.447 trillion in 2027, citing rapid memory price increases rather than broader infrastructure expansion. The bank noted that rising memory prices shift income and profits to Asian memory producers, benefiting their economies. Changxin reported first-half 2026 revenue of 150.31 billion yuan, up 873.64% year-on-year, swinging to a net profit of 77.61 billion yuan from a loss a year earlier, driven by tight DRAM supply and higher prices.
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