Changxin Storage Expected to Join the Top Three Global Memory Manufacturers
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In the second quarter of 2026, traditional DRAM prices are expected to rise month-on-month, while HBM prices are projected to decline year-on-year, primarily due to price reductions of HBM3E products and delays in the release of HBM4. It is anticipated that HBM prices will rebound next year as traditional DRAM prices increase. According to the Vice President of Research at Counterpoint Research, in the second half of 2026, Changxin Storage will drive the expansion of HBM and LPDDR6 production capacity through its recent IPO. If it can meet market demand, its market share is likely to increase, potentially altering the market landscape. The challenge for Changxin Storage lies in determining when it can rank among the top three memory manufacturers globally.
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