Michael Burry Is Shorting Micron Stock, But His Bear Case Looks Weak Burry has deemed shares of the memory chip major to be cyclical and thus set for an impending drawdown. Barchart · Jul 9
Apple's response to RAMageddon could be to utilize Chinese RAM — but it won't mean lower prices for you Apple may be working with Chinese RAM-makers to alleviate the pressures of RAMageddon, but this won't see iPhone and Mac prices drop overnight. Tom’s Guide · Jul 9
China-made CXMT memory now supports faster speeds on MSI's AMD motherboards — new BIOS adds DDR5-8200 validation on dual-DIMM, DDR5-7200 on quad-DIMM models MSI has officially validated region-bound Chinese RAM using CXMT modules to run at up to 8,200 MT/s on its AM5 motherboards. Models with two RAM slots can handle these high frequencies a bit better than four-DIMM variants. Tom’s Hardware · Jul 6
Could Apple's China Play Be the Answer to Its Memory Pressure Problem? Apple is lobbying the U.S. government to source memory chips from China's CXMT amid surging costs, even as Wedbush warns the effort may offer limited near-term relief. MarketBeat · Jul 1
Apple may have a plan to 'ease frustration over price hikes and longer delivery times' with its Macs — but I wouldn't count on it working Analyst suggests more consumer RAM is going to data centers next year — maybe a lot more, and that's a real worry. TechRadar · Jun 29
Apple seeks RAM from blacklisted Chinese company as memory shortage impacts everything — but it may not be enough Apple is attempting to solve supply issues with a new memory supplier for its upcoming iPhones but it may not be enough. Tom’s Guide · Jun 29
'One-time opportunity': South Korea bets big on AI boom South Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial opportunity to outpace rivals like China. Massive investments in new factories and data centers are underway, driven by sky-high profits from advanced memory chip production. This boom, however,… The Economic Times · Jun 29
Apple reportedly lobbies Uncle Sam for access to Chinese memory chips — tech giant allegedly wants to buy from blacklisted CXMT Following a historic price hike, the Financial Times reports that Apple is lobbying in Washington to secure approval to buy cheaper RAM from CXMT. The manufacturer is currently designated as a Chinese military company, but is not entirely banned by the White House. Tom’s Hardware · Jun 27
Apple seeks US approval to buy chips from blacklisted Chinese company Reports suggest that Apple is actively reaching out to the Trump administration in an effort to source memory chips from ChangXin Memory Technologies, a Chinese firm currently banned by the Pentagon. This initiative aims to combat the financial burden caused by rising chip costs, a prevalent issue for various U.S.… The Economic Times · Jun 27
SSD expert shares some worrying truths about Chinese chip makers — and I think this could be more bad news for the RAM crisis Here's another sign the RAM crisis is here to stay, as boss in SSD supply chain shares some home truths about Chinese chip makers. TechRadar · Jun 19
DeepSeek was set to be added to US Entity List for supporting China’s military and intelligence operations, report claims — White House holds off to avoid escalating tensions with China DeepSeek and CXMT, which have both been tagged as supporting Chinese military and intelligence operations, are set to be added to the U.S.'s Entity List. However, the White House hasn't included them yet in order to avoid escalating trade tensions with Beijing. Tom’s Hardware · Jun 17
Chinese memory brands ditch Samsung and Micron for homegrown CXMT and YMTC silicon — Corsair, HP, and Dell are already adopting the China-produced DDR5 chips Chinese memory brands Gloway and KingBank have begun using homemade chips to produce DDR5 memory kits in lieu of Samsung, Micron, or SK hynix DRAM. Tom’s Hardware · Jun 17
US holds off blacklisting China's DeepSeek, more than 100 firms deemed security risks, sources say DeepSeek, CXMT and other companies were approved by an interagency committee last year for addition to the Commerce Department's Entity List, which is being reported for the first time. Reuters is also exclusively reporting the large number of companies awaiting publication on the list. The Economic Times · Jun 17
U.S. held back blacklisting DeepSeek, over 100 Chinese firms despite security concerns, sources say America has delayed adding over 100 Chinese firms, including AI startup DeepSeek and chipmaker CXMT, to a trade blacklist. These companies were flagged for national security risks. The US aims to prevent further escalation of tensions with Beijing. The Economic Times · Jun 17
The Guardian - UK · Jun 9 BYD and Alibaba among big names aiding China’s military, Pentagon says Updated Pentagon list includes swathe of China’s top technology firms in move that could inflame tensions between the countries
The Economic Times · Jun 9 US says BYD, Baidu and Alibaba and other tech giants are aiding China's military The U.S. has updated its list of Chinese companies aiding Beijing's military, adding tech giants like Alibaba and Baidu, alongside chipmakers CXMT and YMTC. This move, superseding a 2025 list, could heighten U.S.-China tensions and impact firms through future contracting restrictions.
The Economic Times · Jun 8 US says BYD, Baidu and Alibaba are aiding China's military America has released a new list of Chinese companies it believes support Beijing's military. Major firms like Alibaba, Baidu, and BYD are included. Other companies like WuXi AppTec and RoboSense Technology are also on the list. While not imposing immediate sanctions, the Pentagon will stop contracting with these firms in…
The Economic Times · Jun 6 China's chipmakers emerge as rising force in AI memory market: Report The report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memory Technologies (CXMT), are advancing their IPO plans at a time when demand for AI-related memory chips is surging globally.
TechRadar · May 22 Corsair DDR5 stick spotted using Chinese memory chips — here's why that could mean the RAM crisis ends sooner than expected Is this a sign that the predicted memory cavalry is rushing to the rescue?
Tom’s Hardware · May 22 Chinese memory maker CXMT enters mainstream consumer memory with Corsair Vengeance DDR5 kit — Chinese-made DRAM emerges as an antidote for crushing shortages Is the answer to the RAM crisis Chinese-made DRAM that's much cheaper to source since those companies aren't tied up in AI data center contracts? It's too early to say yet, but when a manufacturer as big as Corsair starts using DDR5 modules from ChangXing Memory Technologies (CXMT), that notion…
The Economic Times · May 18 China's CXMT expects revenue to surge as memory chip demand soars China's top memory chipmaker, CXMT, anticipates first-half revenue around $17.62 billion, driven by a global memory supercycle fueled by AI demand. The company expects net profit up to 57 billion yuan, showcasing significant growth with first-quarter revenue soaring over 700% year-on-year.
Tom’s Hardware · Apr 22 Samsung engineer sentenced to 7 years in prison for selling chipmaking trade secrets to Chinese chipmaker — ex-employee supplied 10nm DRAM data to CXMT for $2 million An ex-Samsung employee accused of corporate espionage has been sentenced to 7 years in prison for sharing over 600 critical chipmaking steps.
PC Gamer · Apr 22 'We have no choice but to impose a severe punishment': Ex Samsung researcher sentenced to 7 years in prison for leaking DRAM tech to a Chinese competitor The semiconductor process tech was reportedly deemed 'a core national technology' of South Korea.
Tom’s Hardware · Apr 16 Chinese fabs import record volumes of US chipmaking equipment via Singapore and Malaysia — homegrown tool makers booked record 2025 revenues as price competition squeezes margins 2025 was a bumper year for Chinese chipmaking equipment firms Naura, AMEC, ACM Research, and Piotech, with each posting record revenues.
Tom’s Hardware · Apr 6 US lawmakers aim to ban export of DUV chipmaking and etching tools to leading firms in China — bipartisan proposal would ban lithography equipment for Huawei, SMIC, and others Bipartisan group of U.S. senators propose to impose blanket ban on export of advanced DUV lithography and etching tools to Chinese companies known to have worked with China's military, such as CXMT, Huawei, SMIC, and YMTC.