CXMT称4F² DRAM研发取得进展,三星和SK海力士股价下跌
Samsung, SK Hynix shares drop as China’s CXMT flags progress in memory development
中国存储芯片厂商CXMT称,其4F²存储单元结构取得关键进展;消息公布后,三星电子股价下跌3.6%,SK海力士下跌3.4%。该结构旨在提高芯片存储密度,CXMT计划在2026年底前推出基于该技术的新一代DDR5 RDIMM,但未公布详细规格或具体上市日期。
报道将股价反应与CXMT的4F²技术进展及产品计划联系起来,并交代其技术路径与商业化尚未明确的环节。
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Samsung, SK Hynix shares drop as China’s CXMT flags progress in memory development
AuthorRoushni Nair
Published Oct 12, 2026, 01:04 AM
Samsung, SK Hynix shares drop as China’s CXMT flags progress in memory development
Samsung, SK Hynix shares drop as China’s CXMT flags progress in memory development

© Reuters.
In this article:
Investing.com -- Samsung Electronics and SK Hynix shares fell more than 3% on Monday as Chinese memory chipmaker ChangXin Memory Technologies (CXMT) reported progress on a next-generation DRAM design that could help increase storage density and intensify competition with South Korea's chipmakers.
Samsung shares fell 3.6% to 252,500 won, while SK Hynix dropped 3.4% to 1,624,000 won. CXMT shares also declined 3.1% to 49.42 yuan.
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CXMT said it had made key progress on a so-called 4F² memory-cell structure that is also being pursued by Samsung and SK Hynix. The technology is designed to fit more memory cells onto a chip, potentially increasing storage capacity while improving efficiency.
Mainstream commercial dynamic random-access memory (DRAM) currently uses a 6F² cell structure. CXMT's approach relies on a proprietary Vertical Surrounding Gate transistor, which uses a vertical gate architecture to reduce current leakage while shrinking the area occupied by each memory cell, according to the South China Morning Post.
CXMT President Cao Kanyu said at an industry event in Shanghai over the weekend that the company planned to introduce a new generation of DDR5 registered dual in-line memory modules (RDIMMs) based on the technology by the end of 2026.
The modules are designed for enterprise servers, where memory products must meet demanding requirements for reliability, endurance and compatibility.
CXMT did not disclose detailed technical specifications or a specific launch date for the new product. The commercial impact of its latest development will therefore depend on its ability to bring the technology to market and meet the requirements of server customers.
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The announcement adds to evidence of CXMT's efforts to narrow the technology gap with established DRAM producers. SK Hynix unveiled its own 4F² development roadmap in 2025, while Samsung has reportedly targeted mass production of sub-10-nanometre DRAM using the design by 2028.
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Samsung, SK Hynix shares drop as China’s CXMT flags progress in memory development
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Rodrigo Branco8 minutes ago
Well, still Chinese! No precision or reliability yet. Used some, cheaper is not best for my precision monitoring.
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51,654.95
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+46.18
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27,366.17
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14.84
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101.995
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90.48
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103.56
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3.165
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4,212.25
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61.18
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6.7385
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1,279.75
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5.227
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5.599
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5.021
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4.159
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+0.19%
104.67
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121.20
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31.32
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336.64
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229.28
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351.66
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382.70
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