CXMT

This.... https://t.co/LIhjmesDvo

China’s CXMT gets official support pledge amid chip industry goals Anhui province party secretary and former MIIT head Li Lecheng vows to foster IC ecosystem during visit to memory giant’s headquarters https://t.co/HlftyplnbL via @scmpnews

There appears to be no stopping CXMT..... https://t.co/LqhYDo2uoC

Latest CXMT update: Hefei & Beijing fabs are fully booked & preparing to add capacity thru 2028 (could increase to 600k wpm by 2028). Hefei-3, Beijing-2 + Shanghai? CXMT talks about G5 platform already matching industry leading mass…

Piotech recently acquired 无锡尚积 for its PVD/Etch/CVD lines, including 80% domestic share in VOx Target, TaN RF resistros, Hot Al fills, SiC backside metallization & getter films. Piotech now has deposition + etch + bonding + metrology as…

$MU $SNDK $SKHY $NBIS Nomura’s memory team just put out a really interesting note on the AI scare, the numbers underneath are some of the strongest I’ve seen in this drawdown. Nomura sees AI going from 10GW of data center power in 2025 to…

CXMT shares fall 7.8% despite record 9-month profit The market reaction came after the company forecast a record net income of up to US$19.8 billion for the first nine months of 2026, as the domestic chip champion cashed in on artificial…

China’s CXMT Expects Over Eightfold Revenue Jump Amid Memory Squeeze The memory-chip maker expects revenue of between $39.61 billion and $40.36 billion for the first nine months of 2026 https://t.co/tzcWHBaQ7B via @WSJ

CHINA'S CXMT DRAM CAPACITY SEEN JUMPING 31% IN 2027, COULD NEARLY DOUBLE BY 2028 According to market research firms Counterpoint Research and TrendForce on the 18th, CXMT's monthly DRAM wafer production capacity is expected to expand from…

Memory stocks just lost about $738 BILLION in market value. According to Goldman Sachs, shares of the major memory makers fell between 11% and 26% after China's CXMT announced its new DRAM cell architecture. SK Hynix fell about 25%.…

Every major memory maker says it's sold out through 2027, demand described as extremely strong, and the stock prices did not get that memo this month. Micron, SanDisk, SK Hynix and Western Digital have all taken turns falling since October…

Kospi closed -7.57%, circuit breakers on Kospi and Kosdaq. SK hynix -11.1%, Samsung -9.5%; foreigners net sold 3.62tn won while domestic institutions bought. Trigger: CXMT's 4F2 DRAM claim — commodity DRAM, not HBM, per analysts. Crowded…

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 billion in Q1 2025 to an estimated ¥115 to…

KB Securities: We estimate the DRAM process technology gap between Samsung Electronics and China's CXMT at 5-7 years on a mass-production basis. $DRAM $EWY $MU

CEO of Phison disagrees with the CXMT memory scare and calls it a "ghost story from the market." He states next year "there will be a shortage of everything except orders." He is more worried about the shortage of materials causing them to…

Expert call covering semiconductor testing & memory - HBM test intensity, Advantest vs. Teradyne competitive dynamics, probe card demand, and CXMT localization progress. $MU $TER $SKHY $DRAM https://t.co/bdBOWkmthz

GOOD SIGNAL 🇨🇳 Elon Musk just said that China will be making a LOT of RAM in 2028 ⏳ For Tesla, that could turn out to be one of the best supply chain stories of the decade, and Optimus stands to gain the most 🔥 Memory is the reason why.…

BofA on CXMT's 4F2 architecture: Restricted from importing ASML’s EUV lithography tools due to US sanctions, CXMT is likely advancing toward 4F2 architecture faster than the "Big 3" DRAM manufacturers. While the top three producers have…

$SPY finished basically flat today, closing at $778.01 for a 0.01% loss after dipping as low as $775.95 earlier in the session as chip stocks sold off. Here are the top stories you need to know. 1. Memory stocks got hit again on worries…

Memory fundamentals are still very strong (stronger than Q1). $MU CEO: - "We expect memory and storage supply demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026." - "We do not have line of sight to when…

China’s CXMT makes progress in chip design pursued by Samsung, SK Hynix This is how the industry works.... https://t.co/U1t5w7XxHo

The chip sell off just spread across ALL of Asia. South Korea's KOSPI is down about 6% and has dropped below 6,000. Japan's Nikkei is down about 2.6%, and MSCI's Asia Pacific index outside Japan is down about 2%, according to Reuters. Not…

$SPY finished nearly flat today, down about 0.06% and closing near $778 after dipping as low as about $777. Here are the top stories you need to know. 1. $MSFT announced Maia 300, calling it its biggest bet yet on custom silicon, and said…

Chey Tae-won, chairperson of SK Group, wants to speed up chip plant expansion to avoid losing memory market share in Korea. He said, "If Chinese companies or U.S. Micron expand faster, Korea's market share will shrink," adding, "There is…

See the growth of YMTC & CXMT over the past 2 yrs. YMTC grew from 4% to 14% CXMT grew from 3% to 10% I'm curious what "others" in DRAM list is. Fujian Jinhua & Swaysure are likely to be increasing sales in recent quarters.…

Based on what Samsung has shown in its beyond 10nm timeline, CXMT's VSG/Vertical Surrounded Gate transistor here is akin to Samsung's VCT planned for around 2030. It seems like the 1st step toward fully 3D DRAM. I'd expect CXMT to be using…

CXMT expects to unveil DDR5 RDIMM product @ end of this yr that will use 4F² & other tech. Going 6F² → 4F² cuts cell area by 33% at the same F, so huge shrink. Cell transistors must be rebuilt. 融合4F² -> 4F²-derived layout or partial…

CXMT says its G5 DRAM reaches an 11.95nm active-area half-pitch, against 16nm class at G4 and the 14nm on its own earlier roadmap — all on DUV multipatterning, no EUV. TechInsights reads it as one or two generations skipped. Scaling limits…

Worth reading this conversation about AI demand and memory from StatementDog's analyst, Ken. > While NAND prices are still rising in the second half of 2026, increases are moderating to low-double digits per quarter compared to the…

Btw YMTC desire to apply its 3D stacking tech to DRAM is known for yrs so expect it to take that path pretty early on & do so aggressively. NAND is just easier than DRAM, so a company flush with cash like CXMT can get in pretty easily.…

Given that HW has been very open about working with DeepSeek & also very open about 10T class model next yr, why are ppl making a big deal out of report that DS may be using Ascend to train 8T model? They have been talking about it very…

Bernstein: We project CXMT's wafer capacity share may surpass Micron in 2028, reaching nearly 20% globally. $MU $DRAM $DISK $EWY

Importance of CXMT in China's AI buildout can be seen in these Atlas SuperNode comparison. Despite going from 384 to 1024 chips, HBM size only doubled & overall DRAM only increased by 1/3. Atlas-960 w/ 4096 cards expect to have 1 PB HBM,…

Here is CXMT G5 compared to Big 3's D1b & D1c products. Note the feature size & cell size + bid density likely to slot in bw 1b & 1c. Consider that 1b DRAM wafers now fetch even higher ASP than TSMC N2. CXMT will be scaling up G4 & G5…

CXMT G5 platform is a huge deal. It results in competitive LPDDR5X/6 product (of 24Gb die) to be used in producing 24 GB DRAM. Allows CXMT catch up to Big 3 in bits per wafer & various power consumption properties. G5 platform can be used…

🇨🇳 China’s leading memory-chip maker, CXMT, says its fifth-generation chip platform has entered mass production, marking a new step in the country’s push to expand domestic semiconductor manufacturing. The company also unveiled two…

Chinese memory chipmaker ChangXin Memory Technologies (#CXMT) announced on Sunday that its fifth-generation #DRAM technology platform, known as the G5 platform, has entered mass production, marking a new breakthrough in process scaling…

🇨🇳 Chinese chipmaker CXMT announced that its fifth-generation DRAM memory chip platform has entered mass production. This milestone could position it as a stronger rival to Samsung, SK Hynix, and Micron globally. The new platform packs…

CXMT announces G5 platform as a 12nm product. Storage-capacitor aspect ratio 45:1, DRAM-adapted HKMG, core functional-area height down to 6,762nm, plus a full-lifecycle digital-twin R&D line that reportedly cut new-process development time…

"you could now say the gap between the memory Big 3 and CXMT is only 2 generations on a conservative view, and just 1.5 generations on an optimistic view." 👀 https://t.co/hTHuffaQBm

The Ascend 960DT is Huawei’s first publicly known accelerator with High Bandwidth Memory (HBM). 288 GB are distributed across eight memory stacks, providing a total transfer rate of 9.6 TB/s. It remains unclear where the memory originates…

Or that 960 is a lot better. 512k NPU would be 128 Atlas-960 SuperNodes w/ 128 PB of HBM & maybe another another 200 PB+ of other DDR5. They just keep talking about this 10T param model training & inference. Makes me wonder how much of…

Once reliant on Korean memory, Chinese smartphone makers are turning to CXMT https://t.co/0SlEuCyiH3

CXMT News: It had higher margin in Q2 @ 82% than 70-76% for the Koreans. Really benefited from higher DDR5 & LPDDR pricing. Zdnet talked about new fabs coming online like 100k+ fab in Shanghai, another 3 fabs (likely 100k wpm each) in…

CXMT reportedly posted an 82% EBIT margin in Q2 2026, ahead of SK hynix at 76% and Samsung's chip unit at 70%, with revenue up tenfold year on year. Unconfirmed. The opening is the commodity DRAM gap left by HBM4 conversions - the Korean…

CXMT at their earnings conference did not respond to the news of AI chip companies testing their HBM3E sample. It is also indicated by Goldman Sachs that CXMT's HBM revenue will increase from 2% in 2026 to 27% in 2030. However, an analyst…

CXMT HBM3 yield at 25% 💀 https://t.co/oD7qTYuHCU

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, per WSJ. A fourth memory supplier is…

Historically, the memory market has moved from USA to Japan to Korea, depending on the entrants...with CXMT entering the market, will majority of the memory market share move towards China? $MU $DRAM $EWY $SKHY https://t.co/PkjvZHd3aW

AI: China’s CXMT’s #4 HBM rank, & Apple iPhone bid. AI-RTZ #1203 ...10% of global DRAM already, Xiaomi’s flagship in, Apple in the wings, & closing in on the HBM oligopoly of three. https://t.co/qAGmH9VhlP https://t.co/ZGXEhKBJMu

CXMT officially reports the start of its LPDDR6 production. 12800 Mbps top transmission speed 20% lower power consumption than LPDDR5X Comes only in 16 GB config - so just for premium phones so far It confirmed also Alicloud, ByteDance,…

LPDDR6 supply will be tight initially. Xiaomi 18 Fold will use a mix of CXMT & SK supply. Implication here is that Chinese OEMs are waiting for CXMT & YMTC to be their white knight & supply the memory chips needed to lower their cost by…

Counterpoint puts CXMT at 10% of Q2 DRAM and HBM revenue, up from 8% in Q1 and 4% a year ago — fourth globally. Samsung 38%, SK Hynix 25%, Micron 24%. The market itself grew 57% quarter on quarter and 385% year on year. Share shifts inside…

The Unitree frenzy and the NDRC comments may mean that regulators will slow the rate of IPOs in this sector. This will not likely slow IPOs in more established industries such as semiconductors, where DRAM memory leader CXMT has had a…

Oops, something went wrong Skip to navigation Skip to main content Skip to right column Unitree Robotics stock soars 460% in Shanghai IPO debut Unitree Robotics stock soars 460% in Shanghai IPO debut·Quartz·NurPhoto / Getty Images Cris…

CHINA’S AI BOOM IS STARTING TO LOOK LIKE AN IPO BOOM TOO. SHEIN IS HEADING FOR A $1.7B HONG KONG LISTING, WHILE MEMORY CHIPMAKER CXMT RAISED $8.6B IN SHANGHAI AND JUMPED 466% ON DEBUT. ADD HUMANOID ROBOT MAKER UNITREE TO THE MIX. THIS…

Goldman Sachs: Humanoids and memory Memory is expected to be up to 40% of semiconductor dollar content for humanoid robots (excluding GPU/CPUs). Goldman Sachs: Although content can vary, we assume an average system (DRAM) memory of about…

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Item 2 of 2 Unitree CEO Wang Xingxing speaks about capabilities of company’s G1 humanoid robot during the 2026 World Robot…