| Mobile Web

Search results for CXMT

AI & Enterprise

Unitree halves, CXMT slumps as China AI stock bubble has already burst

Chinese technology shares have already plunged as global tech stocks wobble, Reuters reported. The STAR50 index of leading AI and semiconductor stocks has fallen 40 percent in less than four months, wiping out about $480 billion in market value. The CSI300 is down about 20 percent from its June peak. Traders cited lofty valuations, taxes and concerns the United States could ban Chinese equipment from data centres.

AI & Enterprise

Jensen Huang says no memory glut in 2029, rebuts fears over memory stocks

Nvidia CEO Jensen Huang (젠슨 황) said he does not expect a significant chance of a memory oversupply in 2029. He said that while memory stocks have fallen sharply, demand for memory in artificial intelligence and data centres will keep increasing. He also said high-bandwidth memory will continue to be used for years, and that Nvidia introduced LPDDR used in phones to data centres and will use it in large volumes.

Industry

China\'s CXMT to double DRAM output, but easing memory shortage seen unlikely

China\'s memory chipmaker ChangXin Memory Technologies (CXMT) is expected to sharply expand DRAM production capacity through 2028, but the supply improvement felt by global PC consumers is likely to be limited. Counterpoint Research and TrendForce forecast wafer output rising from about 320,000 this year to 420,000 in 2027, with a possible 500,000 to 600,000 by 2028. Most additional supply may go to China, and prices are not seen as clearly competitive.