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UNCOVERED: 4 - The Untold Story

Chinese banks set for $41 million payday from chipmaker's $8.6 billion IPO

Six Chinese investment banks will earn at least $41 million from CXMT's IPO. This significant payout boosts the industry's income pool, which has shrunk recently. The IPO continues a revival of the onshore market as the government lowers barriers. CXMT's fee rate is well below the market average, showing its…

The Economic Times

CXMT's DDR5 RAM isn't as performant or as consistent as SK hynix dies, early testing shows — reveals resistance to voltage scaling and inferior manual overclocking capabilities

Early testing hints that CXMT-made DDR5 RAM performs worse than SK Hynix-made DDR5 at the same clock speeds, while being harder to manually overclock as well. It also allegedly doesn't scale with voltage or allow the subtimings to be tuned properly.

Tom’s Hardware

CXMT close to matching Micron's memory capacity in 2026, research claims — would put China on track to become world's second-largest DRAM producer

As CXMT's DRAM capacity set to match Micron's, China's DRAM industry could become world's second largest after South Korea.

Tom’s Hardware

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Chipmaker CXMT eyes $9.8 bn in blockbuster China IPO

China's leading memory chipmaker ChangXin Memory Technologies is seeking billions in an IPO. This move aims to bolster the nation's artificial intelligence hardware capabilities. The company intends to rival global giants like Samsung and Micron. This significant offering marks China's largest mainland tech share sale ever. It will provide a…

The Economic Times

So THIS is why component makers have started validating their products for Chinese memory

CXMT is estimated to essentially match Micron in terms of DRAM manufacturing capabilities this year.

PC Gamer

Global Market: CXMT set for July 27 Shanghai debut in Asia's biggest IPO of 2026

China's leading memory chipmaker, CXMT, is set to debut on the Shanghai Stock Exchange on July 27 after launching a 29.5 billion yuan IPO, expected to be Asia's largest this year.

The Economic Times

China memory chipmaker CXMT sets July 27 listing for Asia's biggest IPO of 2026

ChangXin Memory Technologies plans a significant Shanghai Stock Exchange listing on July twenty-seventh. This initial public offering aims to raise nearly four point four billion dollars. The company is Asia's largest IPO this year and China's biggest semiconductor offering since two thousand twenty. CXMT, a leading DRAM chipmaker, seeks funds…

The Economic Times

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Multiple motherboard and PC component makers move forward with Chinese-made memory validation

A new challenger has appeared.

PC Gamer

Michael Burry Is Shorting Micron Stock, But His Bear Case Looks Weak

Burry has deemed shares of the memory chip major to be cyclical and thus set for an impending drawdown.

Barchart

Apple's response to RAMageddon could be to utilize Chinese RAM — but it won't mean lower prices for you

Apple may be working with Chinese RAM-makers to alleviate the pressures of RAMageddon, but this won't see iPhone and Mac prices drop overnight.

Tom’s Guide

China-made CXMT memory now supports faster speeds on MSI's AMD motherboards — new BIOS adds DDR5-8200 validation on dual-DIMM, DDR5-7200 on quad-DIMM models

MSI has officially validated region-bound Chinese RAM using CXMT modules to run at up to 8,200 MT/s on its AM5 motherboards. Models with two RAM slots can handle these high frequencies a bit better than four-DIMM variants.

Tom’s Hardware

Could Apple's China Play Be the Answer to Its Memory Pressure Problem?

Apple is lobbying the U.S. government to source memory chips from China's CXMT amid surging costs, even as Wedbush warns the effort may offer limited near-term relief.

MarketBeat

Apple may have a plan to 'ease frustration over price hikes and longer delivery times' with its Macs — but I wouldn't count on it working

Analyst suggests more consumer RAM is going to data centers next year — maybe a lot more, and that's a real worry.

TechRadar

Apple seeks RAM from blacklisted Chinese company as memory shortage impacts everything — but it may not be enough

Apple is attempting to solve supply issues with a new memory supplier for its upcoming iPhones but it may not be enough.

Tom’s Guide

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The Economic Times

'One-time opportunity': South Korea bets big on AI boom

South Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial opportunity to outpace rivals like China. Massive investments in new factories and data centers are underway, driven by sky-high profits from advanced memory chip production. This boom, however,…

Tom’s Hardware

Apple reportedly lobbies Uncle Sam for access to Chinese memory chips — tech giant allegedly wants to buy from blacklisted CXMT

Following a historic price hike, the Financial Times reports that Apple is lobbying in Washington to secure approval to buy cheaper RAM from CXMT. The manufacturer is currently designated as a Chinese military company, but is not entirely banned by the White House.

The Economic Times

Apple seeks US approval to buy chips from blacklisted Chinese company

Reports suggest that Apple is actively reaching out to the Trump administration in an effort to source memory chips from ChangXin Memory Technologies, a Chinese firm currently banned by the Pentagon. This initiative aims to combat the financial burden caused by rising chip costs, a prevalent issue for various U.S.…

TechRadar

SSD expert shares some worrying truths about Chinese chip makers — and I think this could be more bad news for the RAM crisis

Here's another sign the RAM crisis is here to stay, as boss in SSD supply chain shares some home truths about Chinese chip makers.

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Tom’s Hardware

DeepSeek was set to be added to US Entity List for supporting China’s military and intelligence operations, report claims — White House holds off to avoid escalating tensions with China

DeepSeek and CXMT, which have both been tagged as supporting Chinese military and intelligence operations, are set to be added to the U.S.'s Entity List. However, the White House hasn't included them yet in order to avoid escalating trade tensions with Beijing.

Tom’s Hardware

Chinese memory brands ditch Samsung and Micron for homegrown CXMT and YMTC silicon — Corsair, HP, and Dell are already adopting the China-produced DDR5 chips

Chinese memory brands Gloway and KingBank have begun using homemade chips to produce DDR5 memory kits in lieu of Samsung, Micron, or SK hynix DRAM.

The Economic Times

US holds off blacklisting China's DeepSeek, more than 100 firms deemed security risks, sources say

DeepSeek, CXMT and other companies were approved by an interagency committee last year for addition to the Commerce Department's Entity List, which is being reported for the first time. Reuters is also exclusively reporting the large number of companies awaiting publication on the list.

The Economic Times

U.S. held back blacklisting DeepSeek, over 100 Chinese firms despite security concerns, sources say

America has delayed adding over 100 Chinese firms, including AI startup DeepSeek and chipmaker CXMT, to a trade blacklist. These companies were flagged for national security risks. The US aims to prevent further escalation of tensions with Beijing.

The Guardian - UK

BYD and Alibaba among big names aiding China’s military, Pentagon says

Updated Pentagon list includes swathe of China’s top technology firms in move that could inflame tensions between the countries

The Economic Times

US says BYD, Baidu and Alibaba and other tech giants are aiding China's military

The U.S. has updated its list of Chinese companies aiding Beijing's military, adding tech giants like Alibaba and Baidu, alongside chipmakers CXMT and YMTC. This move, superseding a 2025 list, could heighten U.S.-China tensions and impact firms through future contracting restrictions.

The Economic Times

US says BYD, Baidu and Alibaba are aiding China's military

America has released a new list of Chinese companies it believes support Beijing's military. Major firms like Alibaba, Baidu, and BYD are included. Other companies like WuXi AppTec and RoboSense Technology are also on the list. While not imposing immediate sanctions, the Pentagon will stop contracting with these firms in…

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