DRAM
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.
4 outletsbusinessCXMT'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 outletsbusinessGIGABYTE Hikes GPU Prices by 20-40% in Japan, Some Pending Orders at Risk of Cancellation
Japanese distributor CFD-BIZ says GIGABYTE graphics card prices rose 20% to 40% starting August 1, with some existing orders possibly canceled. The move follows reported GPU price increases across Asia amid rising DRAM costs.
3 outletsbusinessCXMT 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.
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