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

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

CXMT's $4.4B IPO allocates 70% to conventional DRAM instead of HBM, while Korean rivals shift capacity to premium memory. DRAM shortage extends through 2027–2028; CXMT's sold-out commodity allocations at parity pricing reshape supplier strategy for PC makers and hyperscalers.