# Counterpoint

> Markdown twin of https://roboterminal.app/companies/counterpoint · https://roboterminal.app/companies/counterpoint.md

## On shared sources

- [CXMT](https://roboterminal.app/companies/cxmt) (2)
- [Samsung](https://roboterminal.app/companies/samsung) (2)
- [AgiBot](https://roboterminal.app/companies/agibot) (1)
- [Amazon](https://roboterminal.app/companies/amazon) (1)
- [Apple](https://roboterminal.app/companies/apple) (1)
- [Beagle Technology](https://roboterminal.app/companies/beagle-technology) (1)
- [Boston Dynamics](https://roboterminal.app/companies/boston-dynamics) (1)
- [Galbot](https://roboterminal.app/companies/galbot) (1)
- [Google](https://roboterminal.app/companies/google) (1)
- [Hyundai](https://roboterminal.app/companies/hyundai) (1)
- [Leju Robotics](https://roboterminal.app/companies/leju) (1)
- [Meta](https://roboterminal.app/companies/meta) (1)
- [Micron](https://roboterminal.app/companies/micron) (1)
- [Microsoft](https://roboterminal.app/companies/microsoft) (1)
- [SK Hynix](https://roboterminal.app/companies/sk-hynix) (1)
- [Toyota](https://roboterminal.app/companies/toyota) (1)
- [TSMC](https://roboterminal.app/companies/tsmc) (1)
- [UBTECH](https://roboterminal.app/companies/ubtech) (1)
- [Unitree](https://roboterminal.app/companies/unitree) (1)
- [Xiaomi](https://roboterminal.app/companies/xiaomi) (1)
- [XPeng](https://roboterminal.app/companies/xpeng) (1)

## Pulse

- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111329365132968057)
  China's biggest DRAM maker is printing money. CXMT expects about ¥131 billion in net profit for the first nine months of 2026. A year earlier it lost ¥5.3 billion. Quarterly revenue went from ¥6.1 bil…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111011014582194464)
  According to Korean media, Microsoft, Google, Amazon and Meta are speeding up their in house AI chips. That could open up a SECOND group of HBM buyers beyond $NVDA. Microsoft's Maia 300 is expected to…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2097364237538808092)
  CXMT took 10% of the global DRAM market in Q2, up from 4% a year earlier, per Counterpoint. Xiaomi's next flagship uses its mobile memory; Apple has been testing CXMT parts in iPhones and MacBooks, pe…
- [The US is building barriers around drones and robots, but China has scale to get around them | TechCrunch](https://x.com/paiplaybook/status/2094594695384961330)
  Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab …

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Source: Roboterminal · https://roboterminal.app/companies/counterpoint.md