The turmoil in the memory market continues amid the AI boom. CXMT has indicated that it plans to launch 4F2 DRAM as DDR5 RDIMMs for data centers within the year, targeting a reduction in cell area through vertical transistors. Meanwhile, tight memory supplies and investment trends among European and U.S. companies have also been reported by multiple media outlets.
Against a backdrop of surging AI demand and tight memory inventories, CXMT is expected to commercialize its 4F2 DRAM within the year, with the first products likely to target DDR5 RDIMMs for servers. One area of focus is a design that reduces the footprint of memory cells through the use of vertical transistors, although actual speed and capacity specifications have not yet been disclosed.
Reports, including those from Nanya, have pointed to continued tightness in DRAM supply and demand, with rising AI demand reportedly affecting prices and market balance.
Regarding investment trends among major companies, GlobalFoundries has reportedly planned a $21 billion-scale fab expansion under a U.S.-Japan framework. Reports have also covered TSMC's Texas fab plans and Terafab concept, as well as ASML's capital investment plans and the impact of AI demand.