CXMT

Business

CXMT's HBM Chips Reportedly Stuck at 25% Yield, South Korean Media Say

Chinese memory maker CXMT is said to be struggling with HBM production yields of around 25%, according to South Korean media reports cited by TechPowerUp and Wccftech, as the company works to master through-silicon via (TSV) stacking technology.

2 outlets
Business

Chinese Chipmakers CXMT and YMTC Stockpile ASML DUV Tools for Three-Year Expansion, Report Says

A Financial Times report cited by TechPowerUp and Wccftech says Chinese memory makers CXMT and YMTC have secured enough ASML deep ultraviolet lithography tools to sustain expansion for three years, as Washington pushes for tighter export controls and domestic Chinese equipment makers race to scale up production.

2 outlets
Business

Memory Chip Prices Surge Past Chipset Costs Amid AI-Driven Shortage

A global memory shortage fueled by the AI infrastructure boom has sent DRAM and NAND flash prices soaring, making memory the most expensive component in smartphones and pushing prices to levels comparable to gold.

1 outlet
Business

YMTC Targets Top Spot in Global NAND Market by 2027 Ahead of Shanghai IPO

Chinese memory maker YMTC has told investors it aims to overtake Samsung and SK hynix to become the world's largest NAND flash producer by the end of 2027, as it prepares a multibillion-dollar IPO on the Shanghai Stock Exchange.

2 outlets
Hardware

Colorful Unveils iGame X870E Vulcan W OC, an All-White Flagship AM5 Motherboard for Overclockers

Colorful has launched the iGame X870E Vulcan W OC, a white-finished flagship AM5 motherboard built for extreme memory overclocking, following recent reports of the platform pushing CXMT DDR5 chips to 9000 MT/s.

2 outlets
Business

US Weighs Tighter Chip Export Limits on China Even as Apple Eyes Chinese Memory Suppliers

Two separate reports highlight conflicting currents in US-China tech policy: a possible push to block ASML's older DUV lithography tools from China, and a possible easing that could let Apple buy memory chips from Chinese suppliers CXMT and YMTC.

2 outlets
Business

Analysts Push Back on Report That TSMC Is Sitting on $1 Billion in Stranded Apple Chips

A report claiming TSMC is stuck with $1 billion worth of unpackaged Apple A20 Pro chips due to a DRAM shortage is being disputed by analyst Ming-Chi Kuo, while a Taiwanese economist says TSMC could offset any such glut by shifting production toward AI and HPC chips.

1 outlet
Hardware

CXMT-Based Colorful DDR5 Memory Hits 8800 MT/s on AMD X870E Platform

Chinese memory maker CXMT's DDR5 chips, used in Colorful's iGame Shadow II kits, reached 8800 MT/s on AMD's X870E platform, matching speeds previously seen only on Intel's Z890 platform and narrowing the gap with industry leader SK hynix.

2 outlets
Business

Apple Posts Record $109 Billion Quarter as Memory Costs and China Sales Weigh on Outlook

Apple reported record fiscal Q3 2026 revenue driven by strong iPhone and Mac sales, even as memory shortages, weak China and services results, and scrutiny over potential Chinese chip sourcing overshadowed the results.

3 outlets
Hardware

Lexar Launches CXMT-Based DDR5-7200 Kit in China at $592, Offering Little Price Relief

Lexar has introduced a 32GB DDR5-7200 memory kit in China believed to use domestically produced CXMT DRAM chips, but its $592 price closely matches existing Western kits, dampening hopes that Chinese-made memory would significantly lower costs.

2 outlets
Business

CXMT Reportedly Weighs Second Beijing Memory Fab to Expand DRAM Output

China's CXMT is reportedly considering a second DRAM fab in Beijing, seeking government-linked funding as it tries to close the gap left by Samsung and Micron's focus on AI-driven HBM chips.

2 outlets
Business

CXMT's Rapid Growth and Expanding Reach Signal Shift in Global Memory Market

Chinese memory maker CXMT posted explosive revenue growth in Q2, advanced its LPDDR6 chip production, and reportedly gained footholds with PC makers like HP, Asus, and Acer, as the global memory shortage reshapes the industry.

3 outlets
Business

CXMT Gains Leverage Over Apple as China's Chip Self-Sufficiency Push Accelerates

Chinese memory maker CXMT has refused Apple's request for a price cut, backed by strong domestic demand from Huawei and Xiaomi, while Samsung and SK hynix explore Chinese equipment to shield their China fabs from US export controls.

2 outlets
Business

Apple Faces DRAM Squeeze That Could Delay iPhone 18 Pro Production

Reports indicate Apple is struggling to secure enough DRAM supply to move forward with TSMC-manufactured A20 Pro chips, with roughly $1 billion worth of units reportedly stalled and negotiations with Chinese supplier CXMT failing to yield a discount.

2 outlets
Business

Apple Reportedly Sitting on $1 Billion in Unpackaged iPhone 18 Chips Amid DRAM Shortage

Reports indicate TSMC is holding roughly $1 billion worth of Apple processor wafers that can't be finished into complete chips because of a memory shortage, raising questions about iPhone 18 supply just weeks before launch.

2 outlets

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