#CXMT
13 stories · 12 issues · daily CXMT news timeline
#CXMT timeline · newest first
Thu, Oct 15
CXMT advances its 4F² DRAM architecture, with a new server memory module due by year-end
Memory competition is switching tracks: from shrinking line widths on an old architecture to being first to turn an entirely new architecture into a product that can be mass-produced.
Mon, Sep 21
CXMT starts mass production of its fifth-generation platform at an 11.95nm active-area half-pitch
Fifty percent more output per wafer says more about where Chinese memory now sits than the 11.95nm figure does.
Sat, Sep 19
CXMT Reportedly Plans a NAND R&D Line, Expanding From DRAM Into AI Storage
If CXMT can carry DRAM relationships into NAND, domestic AI-storage buyers gain another option; first, samples, yield and the financial currency need to settle.
Tue, Sep 8
CXMT responds to customer speculation: open to global talks, with a larger server contribution and HBM following its roadmap
CXMT is advancing global customer outreach and domestic supply-chain validation together; the two must meet in reliable delivery.
Wed, Sep 2
CXMT is producing HBM3E in small volumes, with Alibaba's T-Head and Cambricon testing it
Domestic HBM going from zero to something changes not the performance ceiling but whether China's AI chips can be scheduled on their own clock.
Mon, Aug 31
CXMT sues the Pentagon to overturn its "Chinese military company" designation
Two companies sued the Defense Department over the same list logic in one week; administrative designations are being dragged into judicial review.
Sat, Aug 29
CXMT posts first-half revenue of 150.3 billion yuan, up 873%, with 77.6 billion yuan in profit
A memory maker clearing 77.6 billion yuan in six months shows AI investment profits piling up upstream along the supply chain.
Xiaomi 18 Fold arrives in September, debuting CXMT LPDDR6 and the in-house 3nm Xring O3
An in-house SoC paired with domestic memory in one phone — what Xiaomi is really selling is proof that a supply chain works.
Fri, Aug 14
CXMT Overtakes Tencent to Top China Market Cap 17 Days After Listing
China's No. 1 market cap has shifted from a platform company to a memory maker, as capital's AI pricing focus moves from the application layer to physical capacity.
SK Hynix Bets $720 Billion on World's Largest Memory Chip Cluster
Chinese and Korean memory fabs are simultaneously maxing out capex; the risk of HBM tipping from shortage to oversupply after 2027 is already written into both sides' construction timelines.
Tue, Aug 11
Apple Reportedly Testing CXMT Memory Chips, Constrained by U.S. Technology Transfer Rules
Supply-chain shortages and congressional pressure have collided; Apple must deliver its answer by August 21.
Mon, Aug 10
Report: Apple Tests CXMT Chips, Plans Use in China-Market iPhones and MacBooks
Memory shortages are cyclical; supplier qualification is permanent — CXMT is trading one cycle for a long-term ticket.
Thu, Aug 6
CXMT Refuses Apple's Price Cut, Demands Memory Quotes No Lower Than Samsung and SK Hynix
The coming of age for domestic substitution: daring to say no to a big customer for the first time.
Wed, Aug 5
Google leads ~$200 billion financing package to procure over $150 billion of self-developed TPUs for Anthropic
For the first time, the chip competition has moved from the specs sheet to the interest-rate sheet.