CXMT Could Capture 18% Global DRAM Market Amid Growth in Memory Demand

Dow Jones15:52

0752 GMT - Chinese memory maker CXMT could capture an 18% global DRAM market share by the end of 2028, say Nomura analysts. The company currently holds around a 10% market share, they say in a note. Its major U.S. competitor, Micron, currently holds a market share of over 20%, but CXMT is expected to approach Micron's levels over time, they add. The overall global memory usage is expected to increase more than seven-fold between 2026 and 2030, driven by the evolution of artificial intelligence, they say. CXMT's stock surged 466% to 49 yuan on its market debut Monday. Nomura initiates coverage on the stock with a buy rating and a CNY116 target price. (jie.yang@wsj.com)

(END) Dow Jones Newswires

July 27, 2026 03:52 ET (07:52 GMT)

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The overall global memory usage is expected to increase more than seven-fold between 2026 and 2030, driven by the evolution of artificial intelligence, they say. CXMT's stock surged 466% to 49 yuan on its market debut Monday. Nomura initiates coverage on the stock with a buy rating and a CNY116 target price. 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