For those affected by the ongoing supply shock in memory chips (DRAM), expect one Chinese company - CXMT - to arrive and begin to drive down prices (and devour market share).
A fantastic article here providing some detailed background as the company is set to IPO here in Shanghai.
Then will come another group - YMTC - with a core focus on SSDs.
If you ask me, Samsung, SK Hynix and Micron are about to face a major threat to their chips business lines.
https://autonews.gasgoo.com/articles/news/cxmt-unveils-the-aggressive-expansion-of-domestic-memory-chips-2056381885041795073
npub1yy…4kawc
2026-05-22 09:40:17 UTC
Author Public Key
npub1yy3uc7y85faxy5cwq8f574yda3j9457p7r9h2ymlkwlx6lp8f4vsy4kawcPublished at
2026-05-22 09:40:17 UTCEvent JSON
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"content": "For those affected by the ongoing supply shock in memory chips (DRAM), expect one Chinese company - CXMT - to arrive and begin to drive down prices (and devour market share). \n\nA fantastic article here providing some detailed background as the company is set to IPO here in Shanghai. \n\nThen will come another group - YMTC - with a core focus on SSDs. \n\nIf you ask me, Samsung, SK Hynix and Micron are about to face a major threat to their chips business lines. \n\nhttps://autonews.gasgoo.com/articles/news/cxmt-unveils-the-aggressive-expansion-of-domestic-memory-chips-2056381885041795073",
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