CXMT advances 4F² DRAM to bypass US chip curbs, diverging from Micron

CXMT is developing server-grade DRAM using the 4F² architecture, a design Micron has deprioritized, aiming to circumvent US export controls. The company plans to sample its first product by end-2026, signaling a strategic bet on an unproven technology to maintain competitiveness. This highlights a widening industry split on DRAM scaling under geopolitical constraints, with potential implications for global memory supply chains.

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