CXMT files $9.8B IPO: China's memory push seeks a public balance sheet at cycle peak
CXMT aims for a $9.8 billion IPO. China lists its memory at the peak of the HBM/DRAM cycle, continuing the thread opened with the previous fundraising.
17 h ago 7 8
CXMT Raises $8.5B: China Lists Its Memory at the Peak of the Shortage
Largest semiconductor IPO ever in China. The timing is no coincidence: DRAM is the rare resource of the AI era, and Beijing is turning scarcity into capital.
Jul 14, 2026 at 22:32 10 6
Nanya Tech quadruples its 2027 capex - Taiwan bets big on the DRAM comeback
The third-largest global DRAM player announces a 2027 capex quadrupled. This is not a bet on HBM - it's a bet on "old-school" memory that AI is putting back at the center.
Jul 11, 2026 at 17:19 10 8