Chinese memory-chip maker ChangXin Memory Technologies is moving closer to a vanguard position amid the global DRAM race with one of the earliest commercial deployments of LPDDR6 in a flagship smartphone, industry experts said on Monday.
业内专家周一表示,在全球DRAM(动态随机存取存储器)竞争中,中国存储芯片企业长鑫存储正加速向行业前沿迈进。其LPDDR6产品将率先实现商业化应用,搭载于一款旗舰智能手机。
They made the comments as CXMT said on Saturday that it had begun mass production of its self-developed LPDDR6 DRAM, which will debut in Xiaomi’s upcoming 18 Fold handset.
长鑫存储周六宣布,其自主研发的LPDDR6 DRAM已实现量产,并将在小米即将推出的18 Fold手机上首发搭载。
The chip has a peak data-transfer rate of 12,800 megabits per second and capacity of up to 16 gigabytes.
这款芯片的峰值数据传输速率可达每秒12800兆比特,最高容量达16GB。
"For a Chinese company that only began mass-producing its first DRAM products in 2019, the bigger significance is not simply being first with one product," said Wang Peng, a researcher at the Beijing Academy of Social Sciences.
北京社会科学院研究员王鹏表示:“对于一家直到2019年才开始量产首批DRAM产品的中国企业而言,更大的意义并不只是某一款产品实现率先突破。”
"It put CXMT into the first wave of competition around the latest mobile-memory standard alongside global heavyweights Samsung Electronics, SK Hynix and Micron Technology," Wang said.
“这意味着长鑫存储已经跻身最新一代移动存储标准的第一梯队,与三星电子、SK海力士和美光科技等全球行业巨头同场竞技。”王鹏说。
LPDDR6 is designed to raise memory bandwidth and parallelism while cutting power consumption, with these features becoming increasingly important as artificial intelligence models migrate from cloud data centers into phones, PCs, cars and other modalities.
LPDDR6旨在提高内存带宽和并行处理能力,同时降低功耗。随着人工智能模型逐步从云端数据中心向手机、个人电脑、汽车等各类终端迁移,这些性能正变得愈发重要。
The Xiaomi partnership adds another dimension. It puts a Chinese-designed mobile processor and the country's newest-generation DRAM together inside a premium smartphone.
与小米的合作则为这一进展增添了另一层意义:在一款高端智能手机中,中国自主设计的移动处理器将与国产最新一代DRAM实现协同应用。
Xiaomi founder and CEO Lei Jun said the company's Xring O3 would support CXMT's LPDDR6, and he expects deeper collaboration among Chinese tech companies.
小米创始人兼首席执行官雷军表示,小米玄戒O3芯片将支持长鑫存储LPDDR6,并期待中国科技企业之间开展更加深入的合作。
Advanced chips require years of engineering but also large-scale customer validation to improve yields, reliability and costs.
先进芯片的研发不仅需要多年技术攻关,还需要通过大规模客户应用进行验证,以不断提高良率、可靠性并降低成本。
China’s huge base of smartphone, computer, electric vehicle and internet companies can give local chipmakers something laboratory breakthroughs alone cannot provide — millions of devices on which new technology can be tested and refined, industry experts said.
业内专家表示,中国拥有庞大的智能手机、计算机、电动汽车和互联网产业,这可以为本土芯片企业提供单纯依靠实验室技术突破所无法获得的条件——让新技术在数以百万计的终端设备上接受检验,并在实际应用中持续迭代完善。
Liu Zhiying, a professor at the University of Science and Technology of China, said, "An important factor in the growth of Chinese high-tech companies is their ability to connect research, commercialization and market applications, allowing leading companies to pull suppliers across the industrial chain forward."
中国科学技术大学教授刘志迎表示:“中国高科技企业成长的一个重要因素,在于能够打通科研、商业化和市场应用各环节,让龙头企业发挥牵引作用,带动整个产业链上的供应商共同向前发展。”
CXMT's technological progress is arriving alongside a dramatic expansion in its financial firepower. On Monday, shares of CXMT closed at 58.01 yuan ($8.6), down 1.01 percent on the day, valuing the company at about 3.94 trillion yuan and making it one of China's most valuable listed companies.
长鑫存储在技术上取得进展的同时,资本实力也在迅速增强。周一,长鑫存储股价收于58.01元(约合8.6美元),当日下跌1.01%,公司市值约达3.94万亿元,跻身中国市值最高的上市公司之列。
The company recently reported first-half revenue of 150.31 billion yuan, up about 874 percent from a year earlier, while net profit attributable to shareholders reached 77.61 billion yuan, reversing a 2.33 billion yuan loss a year earlier.
公司近期公布的数据显示,上半年实现营业收入1503.1亿元,同比增长约874%;归属于股东的净利润达到776.1亿元,而去年同期则亏损23.3亿元,实现扭亏为盈。
The surge was driven by sharply higher memory prices and rising sales as demand for computing power tightened global DRAM supplies, the company said.
长鑫存储表示,这一大幅增长主要得益于存储芯片价格显著上涨以及销量增加。随着算力需求不断攀升,全球DRAM供应趋紧,进一步推高了市场需求。
CXMT has grown into the world's fourth-largest DRAM producer, behind Samsung Electronics, SK Hynix and Micron, turning China from a marginal player in memory chips into an increasingly consequential competitor.
目前,长鑫存储已成长为全球第四大DRAM生产商,仅次于三星电子、SK海力士和美光。这也推动中国从全球存储芯片市场中相对边缘的参与者,逐渐成长为一支影响力日益增强的竞争力量。
Last week, CXMT sued the US Department of Defense in federal court in Washington, seeking removal from a Pentagon list of companies alleged to have ties to China's military.
与此同时,长鑫存储上周在华盛顿联邦法院起诉美国国防部,要求将其从五角大楼一份所谓“与中国军方存在关联”的企业名单中移除。
CXMT said its chips are designed primarily for civilian and commercial use and that it has no affiliation with the Chinese military.
长鑫存储表示,其芯片主要面向民用和商业用途,公司与中国军方不存在关联。
It said the designation was unsupported by facts and had damaged its reputation and business interests since it was first placed on the Pentagon's blacklist in January 2025.
该公司称,美方这一认定缺乏事实依据。自2025年1月被列入五角大楼黑名单以来,这一做法已经损害了公司的声誉和商业利益。
The lawsuit follows similar legal challenges by Chinese companies including Xiaomi and WuXi AppTec. Xiaomi successfully challenged an earlier Pentagon military designation in 2021.
在长鑫存储之前,包括小米和药明康德在内的多家中国企业也曾针对美方类似认定发起法律挑战。其中,小米曾于2021年成功挑战五角大楼此前对其作出的所谓“涉军”认定。
Zhang Sinan, an independent commentator who has been following the situation, said, "The US can keep extending the list, but the world will not stop needing cheaper clean energy, more efficient electric vehicles, more advanced drug development services or more flexible robotic applications simply because of a list."
长期关注此事的独立评论人士张思南表示:“美国可以不断延长这份名单,但世界不会因为一份名单,就不再需要成本更低的清洁能源、更高效的电动汽车、更先进的药物研发服务,或更加灵活的机器人应用。”
重点词汇提炼
debut / ˈdeɪbjuː/ v./n.首次亮相;首发
vanguard position / ˈvænɡɑːd pəˈzɪʃn/ n.前沿位置;领先地位
global heavyweight / ˈɡləʊbl ˈheviweɪt/ n.全球行业巨头;重量级企业
parallelism / ˈpærəlelɪzəm/ n.并行性;并行处理能力
commercialization / kəˌmɜːʃəlaɪˈzeɪʃn/ n.商业化
listed company / ˈlɪstɪd ˈkʌmpəni/ n.上市公司
blacklist / ˈblæklɪst/ n./v.黑名单;列入黑名单