#Cxmt

China's CXMT reported a preliminary net profit of about $20 billion for the first nine months of 2026 according to Bloomberg, turning around from losses a year earlier, while revenue surged over eightfold amid rising memory prices.

SK hynix, Samsung, and Micron shares dropped sharply amid China's CXMT DDR5 technological breakthrough and memory overproduction forecasts for 2029, although a deficit persists in the medium term.

US sanctions are pushing China's CXMT to rapidly adopt complex 4F2 memory architecture, while Samsung and SK hynix proceed without haste.

The global AI boom has driven a 620% surge in the net profit of 190 Chinese semiconductor companies in the first half of 2026 amid import substitution.

The Trump administration is preparing to grant Apple permission to buy DRAM and NAND memory from Chinese CXMT and YMTC ahead of a September meeting with Xi Jinping. Congress is demanding that Apple abandon the plan, while CXMT faces capacity constraints.

🇺🇸 Apple has started testing CXMT memory for iPhone and MacBook in China. 🇨🇳 WSJ: Goal is cost reduction, but US approval is required. ⚠️ Risks: CXMT capacity shortage and possible technical compromises. 📉 Analyst opinion: Technology gap may make Apple's plan unprofitable. #Apple #CXMT #iPhone #Technology #WSJ

🇨🇳 Chinese CXMT has announced plans to capture 30% of the global memory market by 2030. The company is building a sixth factory and is already doubling capacity, challenging Samsung and SK Hynix. 📉🚀 #CXMT #DRAM #ChinaTech

🇨🇳 Chinese breakthrough: CXMT and Colorful overclock DDR5 to 8800 MHz on AMD! 🚀 CXMT chips, released only at the end of 2025, have proven their power. Colorful iGame Shadow II modules on the X870E platform showed stable operation at frequencies of 8812-8817 MHz. 🌍 Global giants (HP, Asus, Apple) are forced to revise supply strategies against the backdrop of memory shortages and the success of Chinese chips. 📉 Timings 42-55-55-140 at 1.45V — this is the new standard for Chinese memory. #CXMT #DDR5 #Colorful #AMD #TechNews #XABinfo

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.