Global Memory Equities China DRAM becoming a real threat? Korea/US China threat re-emerging: Memory share prices fell in the past 2 days on news that Chinese DRAM makers are catching up, breaking up the DRAM oligopoly. According to Maeil (12 Oct), CXMT will complete development of 4F2 cell structure-based server DRAM (from 6F2 ) in late 2026, 2-3 years earlier than Korean makers, which are planning to adopt 4F2 VCT (vertical channel transistor) structure from 2028e at 10a or 10b while Micron heads directly ...