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. Barchart · Jul 29
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. Tom’s Hardware · Jul 29
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 Caixin Global · Jul 29
‘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. Fortune · Jul 28
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. Benzinga · Jul 28
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. Barchart · Jul 28
China’s chipmakers trigger bloodbath in global tech stocks Everything you need to know before you reach the office this morning. Fortune · Jul 28
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. Euronews · Jul 28
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 Caixin Global · Jul 28
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… The Economic Times · Jul 28
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. Benzinga · Jul 27
EXCLUSIVE: Anthropic Is a ‘Generational Company,’ Tema CEO Says — and Why LAZR Made It the Top Holding Before IPO While Wall Street remains fixated on the high-bandwidth memory (HBM) boom powering Nvidia Corp.‘s (NASDAQ:NVDA) AI accelerators, China’s newest semiconductor giant is making a very different bet. Benzinga · Jul 27
China begins mass production of homegrown immersion chipmaking machines in major breakthrough, report claims — first DUV lithography units will be delivered this year to SMIC, Hua Hong, and CXMT A state-backed company in Shanghai has begun mass-producing immersion deep ultraviolet lithography machines and is due to deliver the first units this year. Tom’s Hardware · Jul 27
CXMT IPO Debut: China's $8.6B Memory Listing Hits Shanghai as RAM Shortage Lifts UK Laptop and Phone Prices CXMT's record-breaking IPO impacts British retailers as the memory chip shortage drives up prices. Learn which UK retailer secured stock early and what this means for consumers. International Business Times UK · Jul 27
Benzinga · Jul 27 China’s Biggest Chip IPO Creates a $500 Billion Rival for Micron as Apple Reportedly Tests CXMT Memory Chips China’s premier semiconductor manufacturer, ChangXin Memory Technologies (CXMT), skyrocketed in its Shanghai stock market debut to surpass a $500 billion valuation.
Tom’s Hardware · Jul 27 Chinese memory maker CXMT posts blistering 466% leap in Shanghai IPO — bulk of spending to be focused on DRAM production, no HBM in sight The prospectus splits 29.5 billion yuan across three projects.
PC Gamer · Jul 27 Memory chipmaker CXMT sees shares surge 466%, becomes one of China's most valuable listed companies right below Tencent 'It's hard to say the optimism is sustainable.'
Barchart · Jul 27 Stocks Set to Open Sharply Higher as Oil Prices Sink, Big Tech Earnings and Fed Meeting in Focus September S&P 500 E-Mini futures (ESU26) are up +0.98%, and September Nasdaq 100 E-Mini futures (NQU26) are up +1.59% this morning, pointing to a sharply higher open on Wall Street as a slump in oil prices boosted investor sentiment at the start of a busy week.
Euronews · Jul 27 China memory chipmaker CXMT's shares soar in blockbuster listing Shares of CXMT, China's largest memory chipmaker, soared on Monday after they began trading in Shanghai in mainland China’s biggest initial public stock offering in recent years.
The Economic Times · Jul 27 Explainer: Why investors are betting big on China’s chipmaker CXMT China's ChangXin Memory Technologies (CXMT) became the country's most valuable listed company after its shares surged 470% on their Shanghai debut. The blockbuster listing, Asia's largest IPO this year, highlights strong investor confidence in China's semiconductor ambitions as Beijing pushes for greater technological self-reliance amid global chip competition.
The Economic Times · Jul 27 Global Market: China stocks rise as CXMT's blockbuster debut lifts market sentiment Chinese stocks recovered on Monday after a strong debut by memory chipmaker CXMT Corp. The benchmark CSI300 Index and Shanghai Composite Index saw gains amid investor optimism. CXMT shares surged significantly, briefly making it China's most valuable listed company. Regulators introduced supportive measures to stabilize markets after recent sharp selloffs.…
The Independent UK · Jul 27 Oil prices sink 4% while Asian shares gain as Chinese chipmaker CXMT soars in Shanghai trading debut Shares are mostly higher in Asia as oil prices slipped more than 4% after the U.S. and Iran paused their attacks for a second night
The Independent UK · Jul 27 How memory chipmaker CXMT became the most valuable company in mainland China CXMT becomes China's most valuable listed company after blockbuster Shanghai debut
The Economic Times · Jul 27 Global Market: CXMT shares soar 470% in Shanghai debut, becomes China's most valuable listed company CXMT Corp shares surged dramatically on their Shanghai trading debut. The memory chipmaker's stock price increased by as much as 470%. This surge briefly made CXMT China's most valuable listed company. The blockbuster listing offers investors a test of appetite for the semiconductor sector. CXMT raised over $8 billion through…
The Economic Times · Jul 27 Chipmaker CXMT vaults to top of China's valuation with 466% surge in Shanghai debut China's leading memory chipmaker CXMT became the most valuable company in the mainland after soaring 500 percent on its market debut Monday, underscoring the impact of AI-driven demand on the semiconductor sector. The firm's shares rocketed more than 500 percent by mid-morning, taking its market capitalisation to 3.5 trillion yuan…