SemiAnalysis predicts that Changxin's wafer production capacity will approach Micron Technology by the end of 2026

The SemiAnalysis report shows that Changxin will produce 350000 wafers per month by the end of 2026, approaching Micron Technology's monthly production capacity of 385000 wafers. Changxin will soon become the third largest storage chip supplier in the industry, but still lag behind Samsung and SK Hynix. SemiAnalysis predicts that Changxin's annual revenue will exceed $50 billion, an increase of approximately five times compared to 2025.