Loading...
Loading...
China's DRAM maker CXMT (ChangXin Memory Technologies) reported a blockbuster Q1 2026: revenue surged 719.13% year-over-year to RMB 50.8 billion and net profit reached RMB 33.011 billion, with owner-attributable net profit of RMB 24.762 billion. The company attributes the jump to global DRAM supply shortages and rising prices since mid-2025, along with expanding production scale and optimized product mix. CXMT forecast H1 2026 revenue of RMB 110–120 billion (up ~612–677%) and net profit of RMB 6
CXMT's surge and entry into Corsair's DDR5 lineup signal shifting supply dynamics in global DRAM markets, affecting sourcing, pricing, and competitive strategy for memory buyers and designers. Tech professionals should reassess vendor risk, BOM costs, and qualification plans as Chinese DRAM moves into mainstream consumer channels.
Dossier last updated: 2026-05-26 07:30:27
Chinese memory firm CXMT has begun supplying DDR5 RAM modules to Corsair for its Vengeance consumer lineup, marking the maker's entry into mainstream PC memory channels. The move pairs CXMT components with Corsair-branded kits, potentially expanding supply and downward price pressure amid past DRAM shortages. For consumers and system builders this could mean more competitive pricing and greater availability of DDR5 modules; for the PC components supply chain it signals broader diversification away from incumbent DRAM suppliers. The partnership may also draw attention to quality control, warranty support and how major brands balance cost, performance and sourcing transparency.
Corsair’s latest Vengeance DDR5 module has been found using DRAM dies from Chinese maker CXMT (ChangXin Memory Technologies), marking the first reported overseas brand adoption of ChangXin chips. The 16GB DDR5-6000 stick (CMK5X16G3E60C36A2-CN) supports Intel XMP and AMD EXPO, runs at 1.35V with 36-44-44-96 timings, and carries CE/UKCA marks. The move is notable because Corsair typically sources DRAM from Samsung, SK Hynix, or Micron; CXMT has announced DDR5 roadmap up to 8000 Mbps and showed overclocking potential in third-party modules. Industry context: DRAM tightness from AI demand and supply prioritization for HBM make alternative suppliers strategically important, though this Corsair part may be a China-market pilot batch.
Chinese DRAM maker CXMT has entered the mainstream consumer memory market via a Corsair Vengeance DDR5 kit that uses CXMT-manufactured memory modules. The collaboration places CXMT-sourced DRAM into a well-known consumer brand, signaling that Chinese-made memory is reaching quality and supply levels suitable for retail PC components. That matters because global DRAM shortages and concentration among a few suppliers have driven prices and supply risks; additional mainstream sources could ease shortages, increase competition, and alter supply-chain dynamics. Key players are CXMT and Corsair; the move could accelerate acceptance of China-made DRAM in Western markets and influence pricing, sourcing, and geopolitical considerations for PC builders and OEMs.
China's DRAM maker CXMT (ChangXin Memory Technologies) reported a blockbuster Q1 2026: revenue surged 719.13% year-over-year to RMB 50.8 billion and net profit reached RMB 33.011 billion, with owner-attributable net profit of RMB 24.762 billion. The company attributes the jump to global DRAM supply shortages and rising prices since mid-2025, along with expanding production scale and optimized product mix. CXMT forecast H1 2026 revenue of RMB 110–120 billion (up ~612–677%) and net profit of RMB 66–75 billion, with owner-attributable profit projected at RMB 50–57 billion. The results underscore tight global memory markets and bolster CXMT’s positioning ahead of its STAR Market IPO filing.