Samsung, SK Hynix Shares Drop as China's CXMT Flags Progress in Memory Development

3-line summary

• Samsung Electronics shares fell 3.6% to 252,500 won and SK Hynix fell 3.4% to 1,624,000 won on Monday after Chinese memory chipmaker ChangXin Memory Technologies (CXMT) said it had made "key progress" on a 4F² memory cell structure — also pursued by Samsung and SK Hynix — citing a South China Morning Post report, according to Investing.com. CXMT shares fell 3.1% to 49.42 yuan.
• The 4F² structure aims to pack more memory cells onto a chip to boost storage capacity, using CXMT's own vertical surrounding-gate transistor design, versus the 6F² structure used in mainstream commercial DRAM today. CXMT president Cao Kanyu said at a Shanghai industry event over the weekend that the company plans to launch next-generation DDR5 RDIMMs based on the technology, targeted at enterprise servers, by the end of 2026, without disclosing detailed specifications or an exact launch date.
• SK Hynix unveiled its own 4F² development roadmap in 2025, and Samsung has reportedly targeted mass production of sub-10-nanometer DRAM using the design by 2028.

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