Shenwan Electronics reports that GigaDevice (兆易创新) has significantly increased its DRAM procurement from ChangXin Memory Technologies (CXMT) for 2026, raising the total to 7.854 billion RMB, a 37.5% upward revision. The note highlights GigaDevice's leadership in 3D DRAM, which is expected to boost per-GB value and become a new growth driver.
GigaDevice is positioning itself as a key player in the next-generation 3D DRAM market, with substantial procurement growth signaling robust future demand.
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