❯ CXMT responds to customer speculation: open to global talks, with a larger server contribution and HBM following its roadmap

Earnings meetingCXMT General Manager Zhao Lun said at a September 7 half-year results meeting that the company is open to discussions with global customers, emphasizing competitive performance, quality and supply stability. The response did not confirm a specific new order, instead framing customer cooperation around product and delivery capabilities. Meeting report.

Two product tracksThe company said its server business expanded in the first half, with related products contributing more. High-bandwidth memory development and process iteration will follow the existing roadmap. It is also developing and validating domestic suppliers. Growth in current business and HBM development progress are separate disclosures; they do not establish that HBM is already generating revenue. Related report.

Delivery readinessA broader customer base needs supply to keep up. For CXMT, reliable delivery determines whether discussions become recurring procurement. For upstream equipment companies, domestic validation creates a route into production processes. The meeting set out both directions; converting them into incremental revenue still requires customer purchases and actual delivery. Specific order volumes remain undisclosed.

▪ SIGNALCXMT is advancing global customer outreach and domestic supply-chain validation together; the two must meet in reliable delivery.