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The Latest Breaking News from CXMT

Chinese memory maker CXMT mops up even more market share away from the likes of Samsung, SK hynix, and Micron, giving me hope that competition is the way out of the memory crisis

Could the big three become the big four?

It won't fix the RAM crisis, but CXMT is poised to bring back mass-market DRAM production and gaming laptop brands are interested

It won't fix the RAM crisis, but CXMT is poised to bring back mass-market DRAM production and gaming laptop brands are interested

CXMT has seen massive growth by filling the mass-market hole left by the memory Big Three, and now gaming laptop brands want in.

Chinese RAM is reportedly landing in laptops from HP, Asus and Acer but it won't change the memory crisis overnight

Chinese RAM is reportedly landing in laptops from HP, Asus and Acer but it won't change the memory crisis overnight

CXMT is having a big couple of months.

From analysis to the latest developments in health,
read the most diverse news in one place.

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Three major PC makers now using Chinese memory to fight 'unprecedented memory shortage,' report claims — HP, Asus, and Acer using 'small amounts' of CXMT chips in limited number of notebooks for non-US market

A new report claims that HP, Asus, and Acer have started to use a small amount of CXMT memory chips in notebooks for non-US markets.

Tom’s Hardware

1 Japanese Company Just Waved a Red Flag for Micron Stock. How to Play It Here.

Kioxia’s weak outlook has cast fresh doubt on the AI memory boom. Here’s how investors should approach Micron stock.

Lexar lists 32GB DDR5 memory with homegrown Chinese chips — 3,999 Yuan ($592) price undercuts hopes for cheaper CXMT-powered RAM

Lexar's latest Thor RGB kit likely uses CXMT-made DRAM, but its pricing remains comparable to premium DDR5 memory from established brands.

Tom’s Hardware

AI demand keeps consumer prices high in 'RAMaggedon' chip crunch

Price rises for goods such as laptops and smartphones, with cars potentially next, have been an unwelcome side-effect of the artificial intelligence gold rush — and the squeeze is far from over.

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CXMT plans second chip plant in Beijing and is in talks on its funding, sources say

CXMT plans second chip plant in Beijing and is in talks on its funding, sources say

China's largest chipmaker CXMT is planning a new memory-chip plant in Beijing. This facility would be built in the Yizhuang area where another fab already operates. CXMT seeks significant government support for this proposed Beijing expansion project. The company aims to boost production capacity amidst global chip demand. This move…

The Economic Times

CXMT’s blockbuster IPO will test whether China’s memory makers are ready for the spotlight: ‘It does not yet mean China is broadly catching up’

CXMT’s blockbuster IPO will test whether China’s memory makers are ready for the spotlight: ‘It does not yet mean China is broadly catching up’

Experts say shortages are forcing companies to explore Chinese chip supplies, yet adoption is still likely to be selective and politically contested.

Stock market turmoil sheds stark light on the opaque AI economy

Stock market turmoil sheds stark light on the opaque AI economy

Investors scramble to make sense of a shock Chinese challenge to the dominance of western chipmakers

The Guardian - UK

Chris Wood warns AI capex binge may burn billions as markets turn against Big Tech spending

Chris Wood warns AI capex binge may burn billions as markets turn against Big Tech spending

Wood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the airline industry more than the winner-takes-all economics of the internet era.

The Economic Times

China's AI IPOs Fail To Lift A Slumping Stock Market

China's AI IPOs Fail To Lift A Slumping Stock Market

China's stock market faces its worst month in years as Zhongji Innolight's IPO falls flat amid a global AI selloff.

International Business Times

Apple CEO Tim Cook says the company is fighting 'a hundred-year flood' on memory pricing — expects to pay even more for memory in September following recent price hikes

Apple CEO Tim Cook says the company is fighting 'a hundred-year flood' on memory pricing — expects to pay even more for memory in September following recent price hikes

Apple will pay even more for memory in the September quarter than it did in the June quarter, CEO Tim Cook told analysts on the company's earnings call.

Tom’s Hardware

Inside China’s two-speed economy: Why goods consumption is slumping even as exports and services boom

Inside China’s two-speed economy: Why goods consumption is slumping even as exports and services boom

From collapsing car sales to booming services and AI-linked manufacturing, China’s growth engines are pulling in sharply different directions.

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Dear Sandisk Stock Fans, Mark Your Calendars for August 5

Sandisk is heading into earnings with investors hoping for reassurance after a sharp sell-off, as results could help calm nerves around its outlook.

Tom’s Hardware

DRAM chip supply to module makers could drop by more than 70% year-on-year in 2027, says Apacer CEO — demand for HBM and server RAM continues to devour manufacturing capacity

Apacer warns DRAM allocations to module makers could fall below 30% of 2026 levels as AI demand tightens supply and pushes memory prices higher.

Business Brief (July 29): China Backs AI Token Business Innovation

ByteDance launches its Doubao search service, chipmaker CXMT is set to join the MSCI China All Shares Index

‘A lot of panic around the AI investment’: How a chip slump is driving the Nasdaq toward correction

It’s a chip panic that “appears to be indiscriminate,” analysts say.

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The AI Memory Trade Is Crumbling: SanDisk, Micron and Western Digital Extend Brutal Selloff

Just a month ago, memory was Wall Street’s favorite AI trade. Today, it has become one of the market’s biggest casualties.

Nasdaq Futures Plunge as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap

September Nasdaq 100 E-Mini futures (NQU26) are down -1.07% this morning as investors continued to ditch chipmakers amid concerns over the sustainability of the AI spending boom.

China’s chipmakers trigger bloodbath in global tech stocks

Everything you need to know before you reach the office this morning.

Shares slip as chip stocks come under heavy selling: Here's why

South Korea's Kospi index plunged more than 10% on Tuesday morning as chipmaking stocks came under heavy selling amid renewed concerns over whether the artificial intelligence boom can be sustained.

Tech Brief (July 28): Chipmaker CXMT Surges 470% in STAR Market Debut

Momenta launches Robovan business in Suzhou, Meituan upgrades local-services AI assistant and agent platform

The Economic Times

CXMT's 466% listing pop makes it China's most valuable firm

CXMT Corp shares surged 466 percent on their Shanghai trading debut. This IPO became Asia's largest this year, boosting the chipmaker's valuation. The company is now China's most valuable listed firm, surpassing a major bank. Investor interest stems from exposure to the current memory supercycle. This strong performance occurred despite…

EXCLUSIVE: Why TEMA ETF Is Buying China’s Memory Champion Without Selling Micron

China’s newest memory champion – ChangXin Memory Technologies (CXMT) – is finally public on the Shanghai market.

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