ChangXin VP: Server Market Accounts for Over 50% of Memory Demand

Cointime update: Server applications now account for more than 50% of memory demand, ChangXin Technology vice president Luo Xiaodong said at the 2026 IC China industry conference on November 12. Demand is entering a “stratified era” with divergence across segments, he said, adding that automotive memory and automotive-grade chips are expected to post roughly 30% annual compound growth through 2030.