> CXMT started 11 years ago and only now is reaching any real volume. If they decided a year ago to react to the current demand cycle they'd be 6-7 years out.

It's taken them this long to catch up to the DDR5 standard. They've only recently been through qualifications to be a DDR5 supplier for the big boys.

> Every Major Motherboard Maker Now Validates CXMT DDR5

https://www.techtimes.com/articles/321572/20260725/every-maj...

After their recent IPO, they have more than enough cash to ramp up in a major way.

It's just a matter of time.