CXMT plans a second Beijing DRAM fabrication plant
China's CXMT is in early funding discussions for another 12-inch DRAM plant in Beijing. Its three current facilities each produce roughly 100,000 wafers monthly, while planned projects across Beijing, Shanghai, and Hefei could more than double capacity.
Why it matters: AI infrastructure competition is widening from GPUs and high-bandwidth memory into general server memory capacity and domestic supply resilience.