--- title: "China’s CXMT will raise its share of global DRAM sales from 9.5% to at least 12% by the end of 2027, gaining roughly US$3.9 billion revenue at the expense of Samsung and SK hynix." description: "On 13 October, CXMT announced plans to launch a denser server-memory chip by the end of 2026, challenging South Korean dominance of the premium market. The design shrinks each memory cell by about a t" url: "https://bilby.ai/predictions/p/164/china-s-cxmt-will-raise-its-share-of-global-dram-sales-from-9-5-to-at-least-12-b" markdown: "https://bilby.ai/predictions/p/164/china-s-cxmt-will-raise-its-share-of-global-dram-sales-from-9-5-to-at-least-12-b.md" index: "https://bilby.ai/llms.txt" --- > For agents: Bilby answers questions about what governments do, from documents collected at source and checked by research analysts. To ask Bilby yourself, connect to its MCP server at https://pulse.bilby.ai/mcp (setup: https://docs.bilby.ai/developers/mcp-server). Every page on this site is also markdown: add .md to its address, or send Accept: text/markdown. https://bilby.ai/llms.txt lists them all. # China’s CXMT will raise its share of global DRAM sales from 9.5% to at least 12% by the end of 2027, gaining roughly US$3.9 billion revenue at the expense of Samsung and SK hynix. - **Made:** 14 Oct 2026 - **By:** Owen Bae - **Market:** South Korea - **Outcome:** Unresolved On 13 October, CXMT announced plans to launch a denser server-memory chip by the end of 2026, challenging South Korean dominance of the premium market. The design shrinks each memory cell by about a third on paper, so one wafer holds more memory and costs less per chip. Samsung and SK hynix are not expected to introduce similar technology until 2028 – CXMT already sells chips for 5–10% less than Korean rivals. Existing supply contracts will protect Korean manufacturers in the short term, but revenue and market-share losses will grow as those contracts expire and customers switch to the cheaper alternative. Yesterday’s KOSPI declines of 7.4% for Samsung and 10.1% for SK hynix may mark the end of their stock boom rather than a one-day blip. [Ask Bilby about this prediction](https://pulse.bilby.ai/?prompt=China%E2%80%99s%20CXMT%20will%20raise%20its%20share%20of%20global%20DRAM%20sales%20from%209.5%25%20to%20at%20least%2012%25%20by%20the%20end%20of%202027%2C%20gaining%20roughly%20US%243.9%20billion%20revenue%20at%20the%20expense%20of%20Samsung%20and%20SK%20hynix.) ## Ask Bilby about it Carry the prediction into a question: what has changed since, who decides, and who is exposed. - [What has changed since it was made?](https://pulse.bilby.ai/?prompt=What%20has%20changed%20since%20Bilby%20predicted%20this%3F%20China%E2%80%99s%20CXMT%20will%20raise%20its%20share%20of%20global%20DRAM%20sales%20from%209.5%25%20to%20at%20least%2012%25%20by%20the%20end%20of%202027%2C%20gaining%20roughly%20US%243.9%20billion%20revenue%20at%20the%20expense%20of%20Samsung%20and%20SK%20hynix.) - [Who decides whether it happens?](https://pulse.bilby.ai/?prompt=Who%20decides%20whether%20this%20happens%3F%20China%E2%80%99s%20CXMT%20will%20raise%20its%20share%20of%20global%20DRAM%20sales%20from%209.5%25%20to%20at%20least%2012%25%20by%20the%20end%20of%202027%2C%20gaining%20roughly%20US%243.9%20billion%20revenue%20at%20the%20expense%20of%20Samsung%20and%20SK%20hynix.) - [Who gains and who loses if it does?](https://pulse.bilby.ai/?prompt=Who%20gains%20and%20who%20loses%20if%20this%20happens%3F%20China%E2%80%99s%20CXMT%20will%20raise%20its%20share%20of%20global%20DRAM%20sales%20from%209.5%25%20to%20at%20least%2012%25%20by%20the%20end%20of%202027%2C%20gaining%20roughly%20US%243.9%20billion%20revenue%20at%20the%20expense%20of%20Samsung%20and%20SK%20hynix.) ## More from South Korea 27 predictions on South Korea so far, newest first. - 4 Nov 2026 · [Rhythm Pharmaceuticals is likely to exceed US$750 million in rare-obesity drug sales in 2027, more than double the annual sales pace implied by its third-quarter 2026 results.](https://bilby.ai/predictions/p/203/rhythm-pharmaceuticals-is-likely-to-exceed-us-750-million-in-rare-obesity-drug-s) · Unresolved - 27 Oct 2026 · [Washington’s South Korean advanced memory chipmaker anti-China restrictions will hit Samsung much harder than Beijing.](https://bilby.ai/predictions/p/188/washington-s-south-korean-advanced-memory-chipmaker-anti-china-restrictions-will) · Unresolved - 26 Oct 2026 · [South Korea’s steel market pushes back on China yet harder.](https://bilby.ai/predictions/p/187/south-korea-s-steel-market-pushes-back-on-china-yet-harder) · Unresolved [All 27 from South Korea](https://bilby.ai/predictions/log?tag=south-korea) · Marked true or false when each resolves ## See what we’re seeing next. New predictions in the Asia Daily Take, free every weekday, and in Bilby whenever you have a question. [Get the Asia Daily Take](https://bilby.ai/asia#asia-daily-take) · [Try Bilby](https://pulse.bilby.ai/sign-up)