SK Hynix to supply next-gen memory to Xiaomi, challenging Chinese chipmakers

SK Hynix is set to lead the next wave of memory chip technology, planning to begin mass production and shipment of its next-generation LPDDR6 memory standard in the latter half of 2026. Notably, Chinese tech giant Xiaomi is slated to be one of its first clients, adopting the memory manufactured using SK Hynix's 10-nanometer 1c process. This advanced process promises higher data throughput and improved efficiency compared to previous standards.

The move signals SK Hynix's intent to solidify its dominant position in the memory market, especially against Chinese competitors like CXMT, which is still working on its DDR6 production. By securing Xiaomi as a client, SK Hynix is poised to capture a significant share of the Chinese market, potentially paving the way for other domestic brands like OPPO and vivo to adopt its technology, thereby marginalizing CXMT.

SK Hynix aims to align with industry peers like Samsung and Micron in providing memory solutions that double the capacity for AI data centers. The company is targeting 512GB per module, a move driven by the escalating demand for smart AI devices. This strategic push into next-generation memory technology underscores the intensifying competition in the global semiconductor industry, with a particular focus on catering to the burgeoning AI sector.