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NEWS TAGGED CXMT
Wednesday 8 July 2026
Apple tests CXMT DRAM, thrusting China's memory champion into AI spotlight

China's CXMT has moved from a little-known state-backed DRAM maker to one of the most closely watched companies in the global memory...

Thursday 2 July 2026
Apple's reported pursuit of Chinese memory chips revives supply chain and geopolitical tensions
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a...
Tuesday 30 June 2026
Commentary: AI memory boom rewrites chip pricing power, leaving Apple searching for leverage with CXMT

For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down...

Monday 29 June 2026
China memory makers fuel local chip equipment push as CXMT lands Tencent deal

ChangXin Memory Technologies has signed a long-term DRAM supply agreement with Tencent Holdings valued at more than CNY20 billion (approx...

Monday 29 June 2026
Apple reportedly seeks CXMT approval to secure DRAM supply amid memory crunch

DRAM and NAND Flash supplies are tightening as global AI data centers continue to expand. Apple is actively lobbying the Trump administration...

Friday 26 June 2026
CXMT listing signals acceleration of China's memory self-sufficiency strategy amid global tech decoupling

CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry,...

Tuesday 23 June 2026
Corsair's reported CXMT DDR5 move puts China DRAM on the global supply-chain map
China's DRAM supply chain is becoming a new variable in the global memory market. CXMT, China's largest DRAM manufacturer, is accelerating its DDR5 expansion. Recent reports stated...
Monday 22 June 2026
YMTC NAND share rises to 13%, alarming South Korean rivals
China's memory makers are moving from technology catch-up to capital-market expansion, with ChangXin Memory Technologies' (CXMT) parent and Yangtze Memory Technology (YMTC) both preparing...
Wednesday 17 June 2026
Commentary: US delays DeepSeek blacklist, exposing AI export-control dilemma
The US has held back from adding Chinese AI startup DeepSeek, memory chipmaker CXMT, and more than 100 other entities to a key trade blacklist, underscoring Washington's struggle to...
Tuesday 16 June 2026
Commentary: AI memory boom turns WF6 squeeze into an opening for CXMT

The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty...

Friday 12 June 2026
CXMT IPO rides HBM shift to shake DRAM order, but Koreans seen holding ground

ChangXin Memory Technologies (CXMT), China's largest DRAM maker, plans to raise approximately CNY29.5 billion (US$4.35 billion) through...

Friday 12 June 2026
China's memory firms chase capital as AI storage demand lifts Biwin, Longsys
As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans...
Friday 12 June 2026
CXMT and YMTC chase IPOs as AI memory demand tests capacity, yield, and tool localisation
China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.
Wednesday 10 June 2026
Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil...
Monday 8 June 2026
CXMT's cheap DDR5 myth fades as supply, not price, becomes China memory maker's edge
ChangXin Memory Technologies (CXMT) is gaining attention as a potential new force in the global DRAM market, but memory module vendors say the Chinese chipmaker is not offering the...