#CXMT
5 stories · 5 issues · daily CXMT news timeline
#CXMT timeline · newest first
Fri, Aug 14
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.
Tue, Aug 11
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.
Mon, Aug 10
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.
Thu, Aug 6
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.
Wed, Aug 5
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.