Newshot ChangXin Technology VP 骆晓东: Memory demand from the server market accounts for over 50%
IT Home, November 12 — According to a report by China Fund News, ChangXin Technology Vice President 骆晓东 today (November 12) delivered a keynote speech titled "Exploring New Boundaries of DRAM Products in the Era of Computing Power Tiering" at the 8th IC Entrepreneur Conference.
骆晓东 pointed out that the growth trend in computing power continues. According to industry forecasts, from 2024 to 2031, global AI computing power will grow at an average annual rate of 96.1%; from 2026 to 2030, DRAM demand will grow at an average annual rate of 21%. However, driven by AI, demand growth across various sub-sectors has shown clear tiering, with "the server segment leading in growth rate and becoming the core driver of memory growth." Among them, the server market will have a compound annual growth rate of 29%, the automotive market under the penetration of intelligent driving will have a compound annual growth rate of 30%, and the mobile phone market will have a compound annual growth rate of 6%.
According to a separate report by Yicai, 骆晓东 said that memory demand has entered an "era of tiering," with demand diverging across different sub-markets. Currently, the server market accounts for over 50% of demand, and demand for high-end storage and high-performance chips in the server market is rising. The industry needs to move beyond the fixed mindset of traditional storage that focuses only on capacity and speed. Based on current memory demand, memory can be broken down into five core dimensions: capacity, bandwidth, write rate, access granularity, and latency.
According to previous IT Home reports, ChangXin Technology's products are mainly divided into the DDR series and the LPDDR series. In the first half of 2026:
- DDR series products generated revenue of 69.472 billion yuan, accounting for 46.22% of operating revenue;
- LPDDR series products generated revenue of 78.191 billion yuan, accounting for 52.02% of operating revenue.
Compared with the first half of 2026, the share of DDR series products in ChangXin Technology's operating revenue continued to rise in the first three quarters of 2026, mainly because DDR5 products, since entering mass production at the end of 2024, have continued to see sales growth, driving up the revenue share of DDR series products.
ChangXin Technology said that driven by demand from the rapid development of AI applications, the company continued to receive strong demand for its products from server customers in the fourth quarter. The situation of DRAM supply falling short of demand will continue, and the company expects its fourth-quarter revenue to maintain its growth trend.
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