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    Dreame under scrutiny for breakneck expansion pace and state-owned funding
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    China analog IC maker Shanghai Belling raises prices by up to 30%, signaling chip market recovery
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    Exclusive: The semiconductor battle behind AI data centers and EVs
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    V2X data becomes latest target in rising geopolitical tensions
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    NEWS TAGGED CXMT
    Wednesday 4 February 2026
    China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
    Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has...
    Wednesday 4 February 2026
    CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet
    Amid an acute global memory chip shortage, China's leading manufacturers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are rolling out their most aggressive...
    Tuesday 27 January 2026
    Memory chip super cycle opens door for China to challenge South Korea
    The ongoing surge in memory chip prices has brought a substantial profit boom for Samsung Electronics and SK Hynix. Although prices are expected to continue trending upward, industry...
    Wednesday 21 January 2026
    China's semiconductor equipment leaders push HBM autonomy as US tightens restrictions
    US export restrictions on advanced semiconductor equipment to China have become the biggest obstacle to China's domestic production of high-bandwidth memory (HBM). It has been reported...
    Wednesday 21 January 2026
    China races to catch up with memory chip leaders in LPDDR6
    China's semiconductor supply chain is accelerating plans to bring sixth-generation low-power DRAM, known as LPDDR6, into commercial use in 2026, seeking to close a long-standing technology...
    Wednesday 14 January 2026
    CXMT launches US$4bn bid to break DRAM market control
    Surging artificial intelligence (AI) workloads have triggered a global shortage of HBM, tightening DRAM and NAND supply and pushing prices sharply higher. US PC maker HP is now evaluating...
    Monday 5 January 2026
    China memory makers' IPO line up: CXMT seeks US$4.2 billion, YMTC prepares filing
    Strong AI demand has pushed the memory sector into a rare upcycle. China's leading DRAM maker CXMT is advancing an IPO application on the STAR Market, targeting CNY29.5 billion (US$4.21...
    Friday 2 January 2026
    CXMT logs first annual profit on DRAM price rebound

    ChangXin Memory Technologies (CXMT) returned to profitability in 2025, recording its first full year of net income after a rebound in global...

    Friday 2 January 2026
    China's CXMT moves toward IPO with global DRAM share nearing 4%
    China's leading DRAM producer, ChangXin Memory Technologies (CXMT), has entered the initial public offering phase as it targets a rapid increase in global market share, aiming to surpass...
    Friday 2 January 2026
    Samsung rolls out 7,200Mbps DDR5 samples as SK Hynix, CXMT intensify competition
    Samsung Electronics has reportedly begun sampling next-generation DDR5 memory, delivering speeds that are approximately 30% faster than current mass-produced offerings. Industry observers...
    Wednesday 31 December 2025
    China's CXMT eyes US$4.2B Shanghai IPO to fuel memory chip expansion

    China's leading domestic DRAM maker, ChangXin Memory Technologies (CXMT), is seeking to raise CNY29.5 billion (approx. US$4.2 billion)...

    Tuesday 30 December 2025
    SMIC acquires remaining stake in wafer unit for US$5.8 billion
    Semiconductor Manufacturing International Corp. (SMIC), China's largest contract chipmaker, said on Monday it will take full control of its SMNC wafer manufacturing unit in a transaction...
    Thursday 25 December 2025
    South Korean prosecutors charge 10 individuals over alleged Samsung DRAM technology leak to CXMT
    South Korean prosecutors have charged ten individuals over an alleged large-scale leak of 10nm-class DRAM process technology from Samsung Electronics to China's leading memory maker...
    Monday 15 December 2025
    SK Hynix reportedly eyes specialty DRAM manufacturing to fend off China memory surge
    SK Hynix's rumored plan to enter low-power DRAM contract manufacturing for the first time is drawing industry attention, amid speculation that the move is driven by intensifying competition...
    Thursday 4 December 2025
    CXMT deepens DDR4 retrenchment; Nanya draws interest from US cloud giants
    DDR4 DRAM supply remains severely constrained, with forecasts pointing to elevated pricing through the first half of 2026. Supply-chain sources say China-based CXMT will accelerate...
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook