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[Selected Topics] CXMT’s Rapid Expansions Impacted by US Export Controls; Challenges Arise for Advanced Processes and Market Deployment

Last Modified

2025-02-14

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Aperiodically

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PDF

Overview

TrendForce indicates that the updated US export controls announced on January 15th, 2025, will impact CXMT's process technology, wafer input, yield rates, and market deployment. US equipment suppliers have begun withdrawing personnel from CXMT's fabs since mid-February, affecting its 2025-2026 development plans. The new regulations cover all of CXMT's process nodes, impacting not only its G4 and G4B processes but also the already mass-produced G3 process. This will lead to a downward revision of CXMT's bit output and affect its position in the server DRAM and mobile DRAM markets. In the long term, CXMT's development in the LPDDR5X and DDR5 markets will be hindered.

＜Total Pages：9＞

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[Selected Topics] CXMT’s Rapid Expansions Impacted by US Export Controls; Challenges Arise for Advanced Processes and Market Deployment

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[Selected Topics] CXMT’s Rapid Expansions Impacted by US Export Controls; Challenges Arise for Advanced Processes and Market Deployment

Overview

Spotlight Report

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

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