#CXMT

🇨🇳 HP, Asus, and Acer have started using Chinese CXMT memory due to DRAM shortages. This is not about saving money — it's about supply guarantees. However, there are risks of conflicts with Samsung and Micron. #CXMT #DRAM #Laptops #Technology

Chinese giant CXMT plans to build a second plant in Beijing to increase memory chip production amid shortages and rising AI demand. Following a record $8.6 billion IPO, the company aims to double capacity and strengthen its position in the technological race with the US. 🚀💾

Chinese CXMT, having surpassed Intel in capitalization, is preparing to launch LPDDR6 memory. The chips have already passed checks and will compete with SK Hynix products. The first smartphones with such memory will appear by the end of the year 📱🚀

Tim Cook officially confirmed that Apple is ready to look for memory suppliers outside the "Big Three" (Samsung, SK hynix, Micron). The company head admitted that expanding the circle of partners, including Chinese firms, will help solve logistics and supply problems against the backdrop of rising prices. 📉🇨🇳📱

The South Korean Kospi index plunged 16% in two days due to fears of Chinese competition and overspending on AI. SK Hynix and Samsung Electronics stocks became the main victims of the sell-off, exacerbated by leveraged funds. Investors are sounding the alarm: the cost of default insurance for giants like Oracle and Google has reached record highs.