#CXMT
5 stories · 5 issues · daily CXMT news timeline
#CXMT timeline · newest first
2026-08-14-Fri
CXMT Overtakes Tencent to Top China Market Cap 17 Days After Listing
▪ China's No. 1 market cap has shifted from a platform company to a memory maker, as capital's AI pricing focus moves from the application layer to physical capacity.
SK Hynix Bets $720 Billion on World's Largest Memory Chip Cluster
▪ Chinese and Korean memory fabs are simultaneously maxing out capex; the risk of HBM tipping from shortage to oversupply after 2027 is already written into both sides' construction timelines.
2026-08-11-Tue
Apple Reportedly Testing CXMT Memory Chips, Constrained by U.S. Technology Transfer Rules
▪ Supply-chain shortages and congressional pressure have collided; Apple must deliver its answer by August 21.
2026-08-10-Mon
Report: Apple Tests CXMT Chips, Plans Use in China-Market iPhones and MacBooks
▪ Memory shortages are cyclical; supplier qualification is permanent — CXMT is trading one cycle for a long-term ticket.
2026-08-06-Thu
CXMT Refuses Apple's Price Cut, Demands Memory Quotes No Lower Than Samsung and SK Hynix
▪ The coming of age for domestic substitution: daring to say no to a big customer for the first time.
2026-08-05-Wed
Google leads ~$200 billion financing package to procure over $150 billion of self-developed TPUs for Anthropic
For the first time, the chip competition has moved from the specs sheet to the interest-rate sheet.