China's CXMT to supply memory chip for Xiaomi's upcoming folding phone
Chinese memory chipmaker CXMT is slated to supply components for Xiaomi's upcoming folding phone while scaling its operations. CXMT announced the official mass production of its fifth-generation DRAM technology platform, known as G5, at the 2026 World Manufacturing Convention. This manufacturing milestone coincides with the company's broader push to expand production capacity and capture a larger share of the global memory market. Industry watchers note that the new production capabilities could help alleviate current memory constraints across the technology sector.
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- ✓ CXMT is set to supply memory chips for Xiaomi's upcoming folding phone.
- ✓ CXMT reached a 10% global DRAM revenue share in Q2 2026.
- ✓ CXMT announced at the 2026 World Manufacturing Convention that its G5 DRAM platform has entered mass production.
- ✓ CXMT is investing in a $5.2 billion plan to boost memory chip production capacity.
What changed
CXMT officially announced that its fifth-generation DRAM platform, G5, has entered mass production.
Live updates
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CXMT Supplies Xiaomi Folding Phone as G5 Platform Enters Mass Production
Chinese memory chipmaker CXMT is slated to supply components for Xiaomi's upcoming folding phone while scaling its operations. CXMT announced the official mass production of its fifth-generation DRAM technology platform, known as G5, at the 2026 World Manufacturing Convention. This manufacturing milestone coincides with the company's broader push to expand production capacity and capture a larger share of the global memory market. Industry watchers note that the new production capabilities could help alleviate current memory constraints across the technology sector.
Why it matters
CXMT has driven intense market activity by advancing its memory chip designs, recently sparking a global chip stock rout and putting established rivals on the defensive. The company achieved a 10% global DRAM revenue share in the second quarter of 2026 and is backed by a massive $5.2 billion capacity expansion plan. Zhu Yiming has played a key role in advancing China's memory chip industry through ventures such as GigaDevice and CXMT.
What is confirmed
- CXMT is set to supply memory chips for Xiaomi's upcoming folding phone.
- CXMT reached a 10% global DRAM revenue share in Q2 2026.
- CXMT announced at the 2026 World Manufacturing Convention that its G5 DRAM platform has entered mass production.
- CXMT is investing in a $5.2 billion plan to boost memory chip production capacity.
Still unconfirmed
- CXMT plans to launch 4F2 DRAM this year, though experts claim specifications are missing and mass production is at least two years away.
What to watch next
- Official release and hardware teardown of Xiaomi's upcoming folding phone to confirm memory specifications.
- Further market data tracking CXMT's global DRAM revenue share following the G5 mass production rollout.
confidence 100%Sources used for this update (10)
- www.networkworld.com — New memory player CXMT begins mass production of DRAM ...
- stockanalysis.com — Xiaomi (HKG:1810) Stock Price & Overview
- stockanalysis.com — Xiaomi (XIACY) Stock Price & Overview
- finance.biggo.com — CXMT's G5 platform enters mass production as global share ...
- finance.biggo.com — Zhu Yiming's Two Ventures: GigaDevice and CXMT Forge the Twin ...
- www.vietnet24h.vn — CXMT Trung Quốc vượt SK hynix và Micron về biên lợi nhuận ...
- www.cnbc.com — Why this little known Chinese chipmaker has caused a global ...
- en.sedaily.com — China's CXMT Touts Next-Generation DRAM With No Specs or ...
- finance.yahoo.com — China's CXMT Sparked a Global Chip Stock Rout. Why Samsung ...
- asia.nikkei.com — Memory breakthrough by China's CXMT puts chip rivals on backfoot
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CXMT to supply memory chip for Xiaomi's folding phone
Chinese chipmaker CXMT is set to supply memory chips for Xiaomi's upcoming folding phone. CXMT has been growing its DRAM revenue share, reaching 10% globally in Q2 2026. The company is investing heavily in capacity expansion, including a $5.2 billion plan to boost memory chip production.
Why it matters
This development expands CXMT's presence in the flash memory market amid a global shortage. The company's growth in DRAM revenue share and capacity expansion plans are significant in the context of increasing demand for memory chips in smartphones, particularly for emerging technologies like folding phones.
What is confirmed
- CXMT has been growing its DRAM revenue share, reaching 10% globally in Q2 2026
- CXMT is investing heavily in capacity expansion, including a $5.2 billion plan to boost memory chip production
- CXMT shares fell 1.4% before China's National Day break
Still unconfirmed
- Xiaomi's upcoming folding phone will use CXMT's memory chip
What to watch next
- Xiaomi's official announcement of its folding phone
- CXMT's Q3 2026 financial report
- Updates on Xiaomi's folding phone production and release timeline
confidence 90%Sources used for this update (3)
- www.electronicsforyou.biz — China’s CXMT Favours Domestic Equipment in $5.2bn DRAM ...
- www.ibtimes.com.au — CXMT Shares Close 1.4 Percent Lower at 54.79 Yuan as China's DRAM Champion Presses a $5.2 Billion Buildout
- stockanalysis.com — Stock Exchange of Thailand
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CXMT to supply memory chip for Xiaomi's folding phone
Chinese chipmaker CXMT is set to supply memory chips for Xiaomi's upcoming folding phone, expanding its presence in the flash memory market amid a global shortage. CXMT has been growing its DRAM revenue share, reaching 10% globally in Q2 2026. The company is investing heavily in capacity expansion, including a $5.2 billion plan to boost memory chip production.
Why it matters
This development is part of China's effort to reduce reliance on South Korean hardware providers, particularly in the memory chip sector. A global shortage in flash memory has created opportunities for Chinese firms like CXMT to gain market share. CXMT's expansion also coincides with its recent achievement of mass-producing G5 DRAM chips.
What is confirmed
- CXMT reached 10% global DRAM revenue share in Q2 2026
- CXMT is investing $5.2 billion to expand its memory chip production capacity
- CXMT has started mass producing G5 DRAM chips
- Xiaomi is working on a folding phone with a custom 3nm XRING O3 chipset and LPDDR6 memory
Still unconfirmed
- Xiaomi's folding phone will feature a "mid-fold" form factor with a wider, passport-style body
What to watch next
- Details on Xiaomi's folding phone release date
- CXMT's progress in gaining market share in the flash memory sector
- Updates on China's efforts to reduce reliance on South Korean hardware providers
confidence 90%Sources used for this update (14)
- www.scmp.com — China Breaking News & Headlines | South China Morning Post
- www.eetimes.com — China’s DRAM Specialist CXMT Eyes NAND Flash Entry
- en.wikipedia.org — China - Wikipedia
- www.worldatlas.com — China Maps & Facts - World Atlas
- www.geocountries.com — China – Country Profile: Population, Area, Currency & Key Facts
- www.chinadaily.com.cn — China News - Headlines, Stories & Videos - Chinadaily.com.cn
- stockanalysis.com — XIAOMI11
- www.cnn.com — China news - breaking news, video, headlines and opinion | CNN
- en.infomaxai.com — LPDDR6 Race Neck and Neck - CXMT Closes Gap on Samsung ...
- www.adobotech.net — Xiaomi 18 Fold: Everything You Need to Know - adobotech.net
- piqmarkets.com — CXMT to spend $5.2b on memory chip capacity, favoring ...
- apps.digitimes.com — CXMT to spend US$5.2 billion on R&D and testing as DRAM ...
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CXMT targets flash memory market as Xiaomi supply partnership continues
Chinese chipmaker CXMT is preparing to enter the flash memory chip market to compete with Samsung Electronics and other foreign rivals. This move follows CXMT's recent supply of LPDDR5X memory for a Chinese AI phone, where it works alongside Samsung. CXMT previously grew its global DRAM revenue share to 10% in Q2 2026. The expansion into flash memory coincides with a global shortage in the sector and a broader effort by Chinese firms to reduce reliance on South Korean hardware providers.
Why it matters
Samsung and SK hynix currently dominate the global memory chip market. China is aggressively pushing domestic hardware production to challenge this dominance. South Korean exports have reached a year-to-date record of $709.4 billion despite this competition.
Still unconfirmed
- CXMT is preparing to enter the flash memory chip market dominated by Samsung Electronics and other foreign rivals
What to watch next
- Official announcement of CXMT flash memory product specifications
- Confirmation of flash memory integration in upcoming Xiaomi hardware
- Changes in global DRAM revenue share for Q3 2026
confidence 70%Sources used for this update (2)
- www.marketscreener.com — Xiaomi Corporation Stock Hong Kong S.E.
- www.aol.com — Exclusive-China's CXMT eyes flash-memory push amid global shortage; firm to take on Samsung, YMTC
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Xiaomi and Huawei launch foldable phones as CXMT expands high-end memory reach
Xiaomi and Huawei have launched new foldable smartphones in China. While previous reports linked the Xiaomi 18 Fold to CXMT LPDDR6 chips, new reports indicate CXMT is supplying LPDDR5X memory for a Chinese AI phone alongside Samsung Electronics. This expansion follows a strong Q2 2026 for CXMT, which grew its global DRAM revenue share to 10%. The shift toward domestic Chinese hardware challenges the market dominance of South Korean firms like Samsung and SK hynix, even as South Korean exports hit a year-to-date record of $709.4 billion.
Why it matters
China is aggressively pursuing domestic semiconductor independence for high-end consumer electronics. CXMT's entry into flagship supply chains reduces reliance on foreign memory providers. This occurs while South Korea discusses semiconductor investments with the US to manage tariff concerns.
What is confirmed
- Xiaomi and Huawei launched foldable smartphones in China.
- South Korean exports reached $709.4 billion year-to-date.
Still unconfirmed
- The Xiaomi 18 Fold integrates CXMT LPDDR6 DRAM chips.
What to watch next
- Official revenue data for CXMT following the launch of AI-integrated smartphones.
confidence 80%Sources used for this update (7)
- www.newscase.com — Xiaomi’s Foldable Bet Arrives With Its Earnings Report in the Rear-View Mirror
- www.marketscreener.com — South Korea says chip investments under discussion with US amid tariff concerns
- www.marketscreener.com — South Korea exports surpass full-year record, hit $709.4 billion YTD
- www.marketscreener.com — Huawei, Xiaomi Unveil Foldable Smartphones in China Ahead of Apple Launch
- www.marketscreener.com — DeepSeek moves nearer to landmark Chinese IPO
- www.marketscreener.com — Xi's India visit to help diplomatic thaw, but business ties bound by suspicion
- www.trendforce.com — [News] Samsung, CXMT Reportedly Supply LPDDR5X for Chinese AI Phone as Domestic Memory Enters Flagship Supply Chain
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CXMT secures 10% of global DRAM revenue share as Xiaomi 18 Fold nears launch
ChangXin Memory Technologies (CXMT) captured 10% of the global DRAM market revenue share in Q2 2026, according to Counterpoint Research. This represents a 150% increase over the previous year and a 25% quarterly growth rate. The Chinese chipmaker is integrating its LPDDR6 DRAM chips into the upcoming Xiaomi 18 Fold, which is scheduled for launch on September 7. This move signals a shift toward domestic Chinese hardware in high-end devices, challenging the market dominance of South Korean firms like Samsung and SK hynix.
Why it matters
China is aggressively pursuing semiconductor independence to reduce reliance on foreign technology. By pairing domestic memory with flagship consumer electronics, CXMT gains a critical high-volume reference design to scale its market presence.
What is confirmed
- CXMT captured 10% of the global DRAM market share by revenue in Q2 2026.
- CXMT revenue share in Q2 2026 grew 150% compared to the previous year.
- CXMT experienced a 25% growth in market share on a quarterly basis.
Still unconfirmed
- Xiaomi will launch the Xiaomi 18 Fold on September 7.
- CXMT has begun mass production of LPDDR6 DRAM chips for the Xiaomi 18 Fold.
What to watch next
- Confirmation of LPDDR6 chip performance benchmarks following the September 7 launch
- Quarterly revenue reports for Samsung and SK hynix to determine market share erosion
confidence 90%Sources used for this update (5)
- newsd.in — Xiaomi 18 Fold Launch September 7: Everything to Know About Xring O3, Pad 9 Pro Max
- www.marketscreener.com — South Korean shares close at 2-week low as Iran war escalates
- telecom.economictimes.indiatimes.com — News From Reuters
- www.marketscreener.com — South Korea utility proposes Samsung pays $15 billion in advance for power, paper says
- www.techpowerup.com — CXMT Captures 10% of the Global DRAM Market Revenue Share
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CXMT starts mass-producing LPDDR6 DRAM for Xiaomi's folding phone
Chinese memory chipmaker ChangXin Memory Technologies (CXMT) has begun mass production of LPDDR6 DRAM chips for Xiaomi's upcoming folding phone, reportedly called the Xiaomi 18 Fold. This development integrates domestic Chinese memory hardware into Xiaomi's high-end hardware stack, positioning CXMT as a competitor to established memory leaders Samsung and SK hynix.
Why it matters
The partnership between CXMT and Xiaomi marks a significant milestone in the development of China's domestic memory industry. LPDDR6 DRAM is a high-performance memory technology used in mobile devices, and CXMT's mass production of these chips demonstrates the company's growing capabilities in the field. The use of LPDDR6 DRAM in Xiaomi's folding phone is expected to enhance the device's performance and power efficiency.
What is confirmed
- CXMT has started mass production of LPDDR6 DRAM chips for Xiaomi's upcoming folding phone.
- The LPDDR6 DRAM chips will be used in Xiaomi's 18 Fold.
- CXMT is positioning itself as a competitor to established memory leaders Samsung and SK hynix.
Still unconfirmed
- The device is identified as the Xiaomi 18 Fold.
What to watch next
- Official confirmation of the Xiaomi 18 Fold's release date
- Details on the specifications and features of Xiaomi's folding phone
- CXMT's plans for future memory chip production and partnerships
confidence 93%Sources used for this update (4)
- technode.com — CXMT starts LPDDR6 mass production for Xiaomi’s upcoming 18 Fold
- www.digitimes.com — CXMT starts LPDDR6 mass production for Xiaomi 18 Fold, claiming global first
- www.silicon.co.uk — CXMT Supplies Next-Gen Memory For Xiaomi Phones
- hothardware.com — China's CXMT Starts LPDDR6 Mass Production Ahead Of Samsung & SK Hynix
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CXMT to supply LPDDR6 memory for Xiaomi foldable phone
CXMT will supply LPDDR6 DRAM memory chips for Xiaomi's next foldable smartphone. The Chinese memory manufacturer has officially started mass production of the LPDDR6 chips. This partnership integrates domestic Chinese memory hardware into Xiaomi's high-end hardware stack. While some reports identify the device as the Xiaomi 18 Fold, the official model name remains unconfirmed by the companies. This move positions CXMT as a direct competitor to established memory leaders Samsung and SK hynix.
Why it matters
Xiaomi is aggressively expanding its proprietary hardware capabilities, including the development of an AI mobile chip and a 3nm intelligent-driving chip for electric vehicles. Shifting to domestic memory suppliers reduces reliance on foreign semiconductor firms. This transition occurs as Xiaomi prepares to launch new foldable hardware.
What is confirmed
- CXMT is supplying memory chips for an upcoming Xiaomi folding phone.
- CXMT has officially started mass production of LPDDR6 memory.
Still unconfirmed
- Xiaomi is developing its own AI mobile chip to challenge Qualcomm.
- Xiaomi has developed a 3nm intelligent-driving chip for EV technology.
What to watch next
- Official announcement of the Xiaomi 18 Fold specifications
- Confirmation of the device launch date in September
- Performance benchmarks comparing CXMT LPDDR6 to Samsung and SK hynix alternatives
confidence 90%Sources used for this update (9)
- Reuters — China's CXMT to supply memory chip for Xiaomi's upcoming folding phone
- TechPowerUp — CXMT Officially Starts Mass Production of LPDDR6 Memory
- Interesting Engineering — Xiaomi goes deeper into EV tech with new 3nm intelligent-driving chip
- 9to5Mac — The Xiaomi 18 Fold leaks, ahead of the iPhone Ultra launch
- Bloomberg.com — Xiaomi Develops Its Own AI Mobile Chip in Challenge to Qualcomm
- Digital Trends — Chinese DRAM maker is putting its latest LPDDR6 memory inside Xiaomi’s next foldable phone
- telecom.economictimes.indiatimes.com — China's CXMT to supply memory chip for Xiaomi's upcoming folding phone
- www.abplive.com — Xiaomi 18 Fold में होगी China की LPDDR6 Chip, जानें खासियत
- www.donanimhaber.com — Xiaomi’nin yeni katlanabilir telefonu Çinli CXMT’nin belleğini kullanacak
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