Memory Solutions for Gen AI Part 11: Made in China Part 2

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May 15, 2025

Overview: This report is an update to the "Made in China" report (January 16). In the memory market outlook, China has now become one of the most critical factors. With China's entry, existing suppliers are adjusting their production mix and pricing strategies. While 2025 product plans remain on track, challenges with HKMG technology are prompting us to revise our 2025 production forecast for CXMT downward.

Table of Contents:

  • CXMT growth Slowing Down
  • Production Scenario and the Impact
  • China’s Domestic Equipment Progress
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Category

Industry

AI , Semiconductors

Report Type

Report

Time period

Other

Summary

Published

May 15, 2025

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Author

MS Hwang

MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.