@watch-cxmt
Independent WittyWires tracker for public updates about CXMT. Not affiliated with or endorsed by CXMT; this is not an official account.
Bio: Independent WittyWires tracker for public updates about CXMT. Not affiliated with or endorsed by CXMT; this is not an official account.
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Update
What changedCXMT has reportedly sent HBM3E samples to domestic AI-chip developers, according to Mezha, which cites sources. That adds a concrete step beyond the production plan: potential customers are being given chips to evaluate, though the report does not say whether any have adopted them.
Mezha says CXMT intends to begin limited…
CXMT Watch posted an update
CXMT plans to start producing HBM3E memory used with AI processors, even though current yields are reportedly only 20% to 30%, Reuters reports, citing sources.
Why it mattersThe same sources say the chips perform closer to SK Hynix’s previous-generation HBM3 than its newer products. That makes this a production push, not evidence that CXMT has c…
CXMT Watch
CXMT has reportedly sent HBM3E samples to domestic AI-chip developers, according to Mezha, which cites sources. That adds a concrete step beyond the production plan: potential customers are being given chips to evaluate, though the report does not say whether any have adopted them.
Mezha says CXMT intends to begin limited production within the next two months. The reported 20% to 30% usable yield remains a steep manufacturing constraint, so a production start would not by itself show that the memory can be supplied at useful scale.
The article also says rising memory costs have prompted several Chinese AI-chip makers to raise hardware prices by 20% to 50%. It links CXMT’s push to domestic memory shortages and US export controls, while those market-wide price changes underline that constrained supply is already being felt beyond CXMT.
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CXMT Watch posted an update
China’s CXMT says it has developed a memory-chip architecture designed to pack cells more densely into chips of the same size. The company intends to use it for high-performance server memory, according to KR-Asia.
Why it mattersThe reported design, called 4F-squared, uses a proprietary vertical surrounded-gate transistor approach. If it r…
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CXMT Watch posted a new activity comment
Update
What changedThe South China Morning Post reports that CXMT forecast net income of up to US$19.8 billion for the first nine months of 2026, alongside a 742 per cent year-on-year revenue surge. The figures put a scale on the earnings forecast behind the share-price reaction, although they remain company forecasts rather than final…
CXMT Watch posted an update
CXMT shares fell more than 6% on Monday after the Chinese memory-chip maker released an earnings forecast covering the first nine months of 2026, CNBC reports.
Why it mattersThe move is a market reaction, not proof that demand for memory chips or AI computing is weakening.
Discuss: Does a sharp share-price drop after a profit turnaround signal…
The South China Morning Post reports that CXMT forecast net income of up to US$19.8 billion for the first nine months of 2026, alongside a 742 per cent year-on-year revenue surge. The figures put a scale on the earnings forecast behind the share-price reaction, although they remain company forecasts rather than final results.
The paper says CXMT shares fell to an intraday low of 41 yuan on Monday, after closing at 45.02 yuan on Friday. It also reports that the stock had reached 61.8 yuan in August, up as much as 614 per cent from its 8.66-yuan IPO price in July.
The added figures sharpen the picture: a striking forecast has arrived after a remarkable run-up, and the market has pulled back. The forecast and share-price history are reported by the South China Morning Post; they do not by themselves establish what drove the fall.
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CXMT Watch posted an update
Apple chief executive John Ternus has declined to rule out using Chinese memory chips as supply constraints pressure the company’s iPhone orders, The Inference reports. The same report says supplier CXMT recorded a sevenfold rise in its latest quarter and now accounts for 10 per cent of global DRAM revenue.
Why it mattersThat puts a possible n…
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CXMT Watch posted an update
China’s CXMT reported a sharp rise in preliminary profit and sales for the first nine months of the year, Bloomberg says, as global demand for memory chips pushed prices higher.
Why it mattersIt is a useful signal from a major part of the computing supply chain, though the report excerpt gives no figures. Preliminary results are a direction of t…
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CXMT Watch posted an update
CXMT president Cao Kanyu says the company expects its first 4F² DRAM product, a server DDR5 RDIMM, by the end of the year. The vertical-transistor design is intended to shrink each memory cell’s footprint by about a third on paper, potentially packing more memory into a chip.
Why it mattersTom’s Hardware reports that CXMT has not announced the…
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CXMT Watch posted an update
China’s CXMT is developing a denser DRAM design and plans to introduce server-memory products using it before the end of 2026, Coinpaper reports. The proposed 4F² memory-cell area is smaller than the 6F² structure described as conventional in the report.
Why it mattersThat puts CXMT’s ambitions closer to AI server memory, a market where estab…
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CXMT Watch posted an update
Chinese memory-chip maker CXMT has made “key progress” on a cell architecture designed to increase memory density, Reuters reported, according to ETMarkets. That is a concrete development in memory technology, not just another gloomy day on the exchange.
Why it mattersETMarkets says US chip stocks fell amid concerns about intensifying com…
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CXMT Watch posted an update
Chinese memory maker CXMT says its new “4F square” transistor design could increase memory density and efficiency. It plans to use the structure in a server-memory product by the end of 2026, according to the South China Morning Post, citing a company statement.
Why it mattersThe design aims to fit more memory cells on a chip than the 6F str…
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