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Apple eyes CXMT but capacity already near full, raising doubts over memory talks

Apple is approaching Chinese memory maker ChangXin Memory Technologies (CXMT), but analysts say CXMT’s position has changed and may limit any impact on prices or supply control. ITmedia reported CXMT’s monthly DRAM wafer output exceeded 100,000 in 2024, with existing plants operating close to maximum. The company’s output rose steadily from 2019 and reached 1.62 million wafers in 2024, lifting it to No. 4 globally with about 5 percent share.