CXMT Capacity Could Rise 88% by Late 2028, Raising Oversupply Concerns
Korean media cite Counterpoint Research and TrendForce estimates that CXMT monthly wafer capacity could grow from about 320,000 currently to 420,000 in 2027 and 500,000–600,000 by late 2028. CXMT held 9.5% of global DRAM revenue in Q2, up from 7.6% in Q1. Gartner expects prices to decline from late 2027 or early 2028,