SUPPLY

CXMT

Bit-shipment forecast, global share and model sensitivities.

2026.07

2026

3.65 EB

2027

3.9 EB

Change

6.8%

Share of global DRAM bit shipments in 2027.

CXMT · 8.6%8.6%

Key risks

Node migration

HBM yield

Product mix