Massive Capacity Surges: CXMT, China's largest DRAM maker, is projected to ramp up its wafer production significantly. Plans target expanding output from approximately 350,000 wafers per month up to 500,000 wafers over the next two years. Similarly, YMTC is expanding capacity, dedicating a significant portion of its newest fab (Fab 3 in Wuhan) to DRAM production Global Procurement Shifts: With international memory makers redirecting up to 30% of their production toward high-margin High Bandwidth
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