CXMT

Founded in 2016 in Hefei with heavy backing from local Chinese government investment funds, ChangXin Memory Technologies (CXMT) is China's leading DRAM maker and a centerpiece of the country's push for memory-chip self-sufficiency. It has ramped output fast enough that Western analysts now cite it as a key reason global DRAM and NAND supply could outpace demand, pressuring prices for Samsung, SK hynix and Micron.

CEO Zhu Yiming · Founded 2016 · Listed 2026.7 · HQ Hefei, China · Exchange 상하이 커촹반(STAR Market) · Website cxmt.com

Predictions & track record (7)

• Awaiting grading The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO PriceCheck by end of December 2026 whether CXMT starts LPDDR6 mass production on schedule and begins supplying Xiaomi/Huawei, and whether SK Hynix's ADR recovers above its $149 IPO price.
• Awaiting grading Apple's stock rose just 1%. Why did it just become the world's most valuable company?To be scored in the first run of August: whether Apple's Thursday (7/30) earnings show capex guidance climbing again, and whether Apple holds onto the market-cap lead.
• Awaiting grading China just started chip production on homegrown DUV tools. Is ASML's grip loosening?To be scored at end of 2027: whether the company's DUV tool shipments actually reached roughly 20 units.
• Awaiting grading With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones?Check when Samsung reports Q2 2026 earnings whether the Mobile eXperience division actually swung to an operating loss, as several brokerages estimated.
• Awaiting grading China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker OvernightCheck whether, after the January 27, 2027 lock-up expiry, CXMT trades closer to Nomura's ¥116 target or Morningstar's ¥14.90 fair value.
• Awaiting grading SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying?To be scored on whether Q3 2026 QLC contract pricing settles above $0.38, and whether SanDisk's LTA share actually clears half of shipments.
• Awaiting grading A Morgan Stanley note turning bearish on memory chips is real, and may be behind Korea's KOSPI pullback, analyst Jukan confirmsCheck whether Q4 2026 memory price increases actually slow to around 5% quarter-over-quarter as Morgan Stanley's Shawn Kim projected, or come in hotter, which would support the bull case instead.

11 related posts

• Watch The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO Price Jukan (@jukan05) · 2026-07-28
• Watch Apple's stock rose just 1%. Why did it just become the world's most valuable company? 後藤達也 (Tatsuya Goto) · 2026-07-28
• Watch China just started chip production on homegrown DUV tools. Is ASML's grip loosening? Jukan (@jukan05) · 2026-07-27
• Watch CXMT soared 472% on debut, on the back of a city government's 20-year bet 메르 (ranto28) · 2026-07-27
• Watch With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones? Jukan (@jukan05) · 2026-07-27
• Watch China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker Overnight Serenity (@aleabitoreddit) · 2026-07-27
• Watch SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying? Jukan (@jukan05) · 2026-07-25
• Watch Samsung and SK hynix stay cautious on 3D chip stacking as China's CXMT chases the niche Jukan (@jukan05) · 2026-07-25
• Watch Apple lobbies White House to allow Chinese memory chips as Micron pushes back, WSJ reports Jukan (@jukan05) · 2026-07-25
• Bear China's CXMT gets bold enough to push around Huawei on chip prices, and now charges more than Samsung for memory, analyst Jukan reports Jukan (@jukan05) · 2026-07-24
• Bear A Morgan Stanley note turning bearish on memory chips is real, and may be behind Korea's KOSPI pullback, analyst Jukan confirms Jukan (@jukan05) · 2026-07-24