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IC China 2026: AI Demand Stops Spreading Evenly

2026年11月13日 1 分钟阅读

Servers now absorb more than half of global DRAM demand, turning a blanket super-cycle into a stratified market.

Speaking at the 23rd China International Semiconductor Exhibition in Beijing on 12 November 2026, CXMT vice president Luo Xiaodong said memory demand has entered a stratified era: servers already take more than half of global DRAM consumption, automotive memory is compounding at roughly 30% a year through 2030, while handsets and PCs remain cyclical. The company pointed to LPDDR6 shipping at up to 12,800 Mbps with 60% more bandwidth and 20% lower power than LPDDR5X, alongside MRDIMM modules at the same speed grade. The commercial read is about pricing power. Stratification moves it to whoever sits closest to the server rack, and turns memory procurement for consumer and industrial buyers into a residual-price problem they no longer control.

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