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@jukan05: I’m seeing people on my timeline freaking out about CXMT mass-producing DDR5, but seriously, why are you so slow on the news? CXMT already ...

@jukan05 3 信息等级 3 1 噪音/剔除；2 较弱；3 普通事实；4 重要行业动态；5 极重大事件。该分数是信息显著性，不是投资建议。 发布：2026-05-22T14:50 抓取：2026-05-24 12:57
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半导体 行业 动态
摘要

长鑫存储已于去年1月启动DDR5内存量产，相关芯片已被第三方机构TechInsights拆解验证。目前该公司产能主要用于满足国内市场需求，尚未对全球DRAM供需造成冲击，预计至少需两年时间才能形成实质性市场竞争。

客观事实
  • 长鑫存储已于去年1月启动DDR5内存量产
  • TechInsights已对长鑫DDR5芯片完成拆解验证
  • 长鑫存储当前产能主要满足国内需求，预计两年内难以冲击全球市场
长鑫存储 DDR5 TechInsights DRAM

原文

I’m seeing people on my timeline freaking out about CXMT mass-producing DDR5, but seriously, why are you so slow on the news?

CXMT already started making DDR5 back in January last year. Firms like TechInsights have already decapped it and everything.

I’ve said this over and over again: CXMT is still struggling just to meet domestic demand. Can we please stop with the fantasy that CXMT is suddenly going to flood the market with DDR5 and crash DRAM prices?

CXMT is still at least two years away from becoming a real threat.

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