Servers now account for more than 50% of memory demand, ChangXin Technology vice president Luo Xiaodong said at the eighth IC Entrepreneurs Conference on November 12, 2026, according to a report by Yicai. He said demand for high-end memory and high-performance chips in the server market is rising.
In a speech on how computing demand is reshaping DRAM products, Luo cited industry forecasts projecting annual growth of 96.1% in global AI computing capacity from 2024 to 2031 and 21% in DRAM demand from 2026 to 2030, according to China Fund News. The forecasts put compound annual growth at 29% for the server market, 30% for the automotive market as assisted-driving technology spreads, and 6% for the phone market. These are projections, not measured growth rates.
Luo argued that memory products should be assessed across five dimensions—capacity, bandwidth, write rate, access granularity and latency—rather than capacity and speed alone.
IT Home previously reported that ChangXin’s DDR products generated RMB 69.472 billion in revenue in the first half of 2026, or 46.22% of total revenue. Its LPDDR products generated RMB 78.191 billion, or 52.02%. DDR’s share of revenue rose over the first three quarters of 2026 compared with the first half, which the report attributed mainly to growing sales of DDR5 products following the start of mass production in late 2024.
ChangXin said it continued to receive strong demand from server customers in the fourth quarter. The company expected DRAM supply to remain tight and its fourth-quarter revenue to continue growing; those statements are its outlook, not reported results.