Chinese RAM hits 9000 MT/s and even matches the speed and latency of the memory in our western gaming PCs DDR5-6000 with CL 28 or 30 sounds about right to me. PC Gamer · Aug 18
Chip maker CXMT rejects Apple bid to cut DRAM prices Chinese memory chip manufacturer ChangXin Memory Technologies (CXMT) has rejected Apple’s demands for lower DRAM prices, countering with rates comparable to or even higher than industry competitors in a move that threatens to push up future iPhone costs. Bangkok Post · Aug 17
Memory maker CXMT overtakes Tencent to become China's most valuable company 17 days after its IPO — now worth $524 billion ChangXin Memory Technologies (CXMT) is now the world's most valuable Chinese company after passing Tencent. Tom’s Hardware · Aug 13
The AI Boom Is Making Memory Chips Much More Expensive, Impacting Laptop And Smartphone Prices Surging AI demand is driving up memory chip prices and squeezing supplies available to consumer electronics makers. Morgan Stanley expects the crunch to push PC and smartphone inflation significantly higher. International Business Times · Aug 11
Tech Brief (Aug. 11): Alibaba Opens Qwen Platform to Outside Developers in Push to Build AI-Agent Ecosystem Retail investors face slim odds at slice of Unitree IPO, chipmaker CXMT added to MSCI China All Shares Index Caixin Global · Aug 11
US lawmaker urges Trump admin to stop advanced chips from reaching China A senior US Republican lawmaker has urged the Donald Trump administration to enforce stricter controls on advanced semiconductor shipments to China, warning that loopholes could allow Chinese companies to gain access to high-end chips critical to artificial intelligence and military technologies. The Times of India · Aug 10
Apple Tests China's CXMT Memory Chips for iPhones and Macbooks Amid AI-Fueled Supply Crunch: Report Apple Inc. (NASDAQ:AAPL) is reportedly testing memory chips from China’s ChangXin Memory Technologies across products including iPhones and MacBooks as the artificial intelligence boom tightens global memory supply Benzinga · Aug 10
China's memory-making champion smashes DDR5-8800 barrier on AMD platform — CXMT chips close the gap with SK hynix Colorful shows off the overclocking potential on new memory kits equipped with CXMT integrated circuits. Tom’s Hardware · Aug 8
The Week Ahead (Aug. 10-16): Unitree Opens STAR Market IPO Subscription MSCI adds CXMT to the MSCI China All Shares Index, China’s environmental code takes effect Caixin Global · Aug 7
Global memory shortage forces top PC makers like HP and Asus to turn to CXMT chips — but what will Samsung and Micron think? Three of the world's biggest PC makers now have qualified Chinese DRAM TechRadar · Aug 6
Microsoft quietly stops recommending 32GB of RAM, as even Apple reportedly struggles to secure memory for iPhones and MacBooks 32GB is the 'no-worries zone'? Not anymore as Microsoft backtracks on past RAM recommendations, while Apple's seemingly having troubles of its own. TechRadar · Aug 6
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? PC Gamer · Aug 5
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. GamesRadar · Aug 5
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. PC Gamer · Aug 5
Tom’s Hardware · Aug 4 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.
Barchart · Aug 3 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.
Tom’s Hardware · Aug 3 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.
Euronews · Aug 3 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.
The Economic Times · Aug 3 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…
Fortune · Aug 2 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.
The Guardian - UK · Aug 2 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 Economic Times · Aug 1 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.
International Business Times · Jul 31 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.
Tom’s Hardware · Jul 31 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.
Fortune · Jul 29 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.