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China's $85 billion DRAM challenger starts trading Monday, and Micron investors are already feeling the pain

ChangXin Memory Technologies begins trading on Shanghai's STAR Market with an $85 billion valuation, tripling its DRAM market share and

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China's $85 billion DRAM challenger starts trading Monday, and Micron investors are already feeling the pain

ChangXin Memory raised $8.5B Shanghai IPO as fourth-largest DRAM maker with 156% YoY growth and capacity nearing Micron by 2026. CXMT dominates commodity DRAM but skips HBM, so $8.5B capex amid tight supply means sustained margin pressure for Micron, Intel.

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Timeline cronologica

sabato 25 luglio 2026·markets.businessinsider.com
‘Run for the Hills,’ Says Investor About Micron Stock
Micron (NASDAQ:MU) shares dropped 7% on Friday as semiconductor stocks suffered a broad selloff, sending the PHLX Semiconductor Index (SOX) down...
lunedì 27 luglio 2026·forbes.com
Memory Chipmaker CXMT Soars 466% On Debut—Becomes China’s Most Valuable Company
CXMT is China’s biggest memory chipmaker and its debut comes amid an AI-driven demand boom that has boosted the stock price of its rivals Micron, Samsung and SK Hynix.

China's $85 billion DRAM challenger starts trading Monday, and Micron investors are already feeling the pain

Confronto fonti

China's $85 billion DRAM challenger starts trading Monday, and Micron investors are already feeling the pain

Timeline cronologica

‘Run for the Hills,’ Says Investor About Micron Stock

Memory Chipmaker CXMT Soars 466% On Debut—Becomes China’s Most Valuable Company

Chinese memory maker CXMT posts blistering 466% leap in Shanghai IPO — bulk of spending to be focused on DRAM…

Why TEMA ETF Is Buying China’s Memory Champion Without Selling Micron - Micron Technology (NASDAQ:MU), Sa

‘Run for the Hills,’ Says Investor About Micron Stock

CXMT becomes China’s most valuable A-share company after $8.6 billion IPO · TechNode

CXMT surges 472% on debut to become most valuable mainland China-listed firm

CXMT debuts as most valuable A-share stock, surpassing Intel in market value

China's $85 billion DRAM challenger starts trading Monday, and Micron investors are already feeling the pain

CXMT surges 472% on debut to become most valuable mainland China-listed firm

ChangXin Memory Technologies IPO becomes largest in mainland China since 2010

Chinese chipmaker CXMT soars more than 500% on debut

Where CXMT’s IPO money is going: The DRAM gap Korea left

China’s answer to SK Hynix soars 500pc on market debut

Here comes the Chinese RAM.

CXMT becomes China’s most valuable A-share company after $8.6 billion IPO · TechNode

Chinese memory maker CXMT posts blistering 466% leap in Shanghai IPO — bulk of spending to be focused on DRAM production, no HBM in sight

CXMT projected to further soar as it narrows gap with Samsung, Micron, SK Hynix

China’s Biggest Chip IPO Creates a $500 Billion Rival for Micron as Apple Reportedly Tests CXMT Memory Ch

CXMT shares soar in blockbuster listing - Taipei Times

Micron shares drop 8% as Chinese memory chip rival CXMT captures market attention

Why TEMA ETF Is Buying China’s Memory Champion Without Selling Micron - Micron Technology (NASDAQ:MU), Sa