The STAR Market is a Shanghai Stock Exchange board launched in 2019 for tech, semiconductor, and biotech companies. It functions much like Nasdaq, with more flexible listing rules than mainland China's other boards, including allowing companies that aren't yet profitable to list. It has become the main venue for companies central to China's semiconductor self-sufficiency push.
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Predictions & track record (3)
Awaiting gradingHP, Asus and Acer started buying Chinese DRAM, and not because it costs lessCheck whether CXMT's Q3 report, due by end-October as a Shanghai STAR Market-listed company, reveals progress on LPDDR6 mass production and its customer mix, and whether the adoption pattern confirmed in early August (HP, Asus and Acer using small volumes only in select budget notebooks sold outside the US) widens into the US market or higher-end models. Even if adoption grows, this keeps tracking the original claim's direction: that the reason is the regulatory line and CXMT's supply allocation, not price.
Awaiting gradingCXMT Jumped 466% on Debut to $487 Billion. Why Does Morningstar Call It 68% Overpriced?Final confirmation (15% global DRAM share by 2028) is far off, so this checks an interim signal. By end-Oct 2026, check whether CXMT's share price trend and analyst updates point toward Nomura's 3x target or Morningstar's 68%-overvalued call (further decline). The 15%-share verdict is re-checked in 2028.
Awaiting gradingChina's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker OvernightBloomberg reconfirmed the trillion-dollar gap between Nomura's and Morningstar's CXMT targets (2026-08-03). As an interim check ahead of the January 27, 2027 lock-up expiry, see by early November 2026 whether CXMT's share price is trending closer to Nomura's bullish case or Morningstar's valuation-correction case.