Ray Wang says China's CXMT holds a 10% DRAM share but trails SK Hynix by 4 years in HBM, as AI memory shortages rattle U.S. chip stocks.

CXMT is emerging as a credible rival in a market dominated by Samsung, SK Hynix and Micron. Its growing technological profile is also attracting sanctions, security scrutiny and…

Ray Wang says China's CXMT holds a 10% DRAM share but trails SK Hynix by 4 years in HBM, as AI memory shortages rattle U.S. chip stocks.