China's CXMT to Launch Advanced Server Memory by Year-End, Reigniting Competitive Pressure on Samsung and SK Hynix

ChangXin Memory Technologies announced plans to launch DDR5 server memory based on 4F² cell architecture by year-end 2026, a milestone that could position the Chinese chipmaker approximately two years ahead of Samsung in the high-density memory segment critical to AI infrastructure. The announcement triggered sharp selloffs in Seoul's semiconductor stocks on October 13, with Samsung Electronics declining 13.39% and SK Hynix falling 12.83%, reflecting investor concerns about intensifying competition in the memory chip market from an increasingly capable Chinese rival.