CXMT Sets LPDDR6 Mass Production, but Xiaomi 18 Fold Likely Limits Volumes
CXMT plans to begin LPDDR6 mass production next month, with the RAM reserved for Xiaomi’s 18 Fold. However, volumes are expected to be limited (likely under 300,000 units) due to U.S. trade restrictions and the use of legacy DUV tooling that hurts yields, which could push Xiaomi to stick with LPDDR5X on other models and allow rivals to close the gap in higher-volume DRAM.