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CXMT

Dolphin ResearchOct 20, 2026 at 03:36 AM

CXMT 4F^2: Will it disrupt the memory triopoly?

$长鑫科技.SH announced major breakthroughs in DRAM devices, 4F² cell architecture, and hybrid bonding. The news spooked shares of the three leading overseas memory makers, which sold off across the board.

Figure 6： DRAM tech migration and expected 4F² adoption roadmap for mass product

DDR Wafer Capacity Breakdown 800 SK Hynix Samsung Micron ■Others 597 600 Dolphin

Samsung Electronics

USSSNGY

Dolphin ResearchOct 16, 2026 at 12:14 PM

CXMT Goes Vertical on Transistors: A No-EUV Catch-up Path — Can It Challenge the Memory Big Three?

$CXMT(688825.SH) announced major breakthroughs in DRAM devices, 4F² cell architecture and hybrid bonding. Shares of the three leading overseas memory makers slumped on the headline.What the market fea...

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DRAM Cell Transistor： Gate Off vs. Gate On DRAM石存储单元晶体管：栅极关与开 Gate off： no chan

How DRAM Finds， Writes， Reads and Refreshes a Cell DRAM如何定位、写入、读出与刷新存储单元 Dolphin

CXMT 4F^2: Will it disrupt the memory triopoly?

CXMT Goes Vertical on Transistors: A No-EUV Catch-up Path — Can It Challenge the Memory Big Three?

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