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Micron

Micron Technology: A global leader in the semiconductor industry, headquartered in Boise, Idaho, U.S. Micron specialises in computer memory and data storage solutions, including DRAM, NAND flash, and solid-state drives, serving diverse markets such as data centres, mobile, automotive, and AI applications. Known for its technological leadership and significant R&D investments, Micron is a key player in high-performance memory, including High Bandwidth Memory (HBM). Their business focus is on innovation, operational excellence, and strategic partnerships to meet the evolving demands of the data economy.

Semiconductors

CXMT value tops 4 trillion yuan as global memory rally lifts China chip champion

Shares jump 12 per cent to a record as bullish signals from SanDisk reinforce expectations that AI-driven memory demand will keep supplies tight.

17 Aug 2026 - 6:03PMvideocam

China stock market

Chinese hedge funds rotate out of Nvidia and US hyperscalers in AI trade

17 Aug 2026 - 1:00PMvideocam

Semiconductors

Memory prices to peak this year in upcycle turning point, research suggests

10 Aug 2026 - 5:03PM

China stock market

CXMT shock: China’s alternatives punch Micron, SK Hynix shares

Advances in chips, chipmaking equipment and AI models disrupt stocks by threatening the edges of existing leaders, investors say.

29 Jul 2026 - 7:00PM

A view of the ChangXin Memory Technologies headquarters at Konggang Industrial Park in Hefei, in eastern China’s Anhui province, on July 27, 2026. Photo: AFP

Semiconductors

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

Company’s wafer expansion and AI demand could lift its DRAM share and more than double the stock’s value, analysts say.

27 Jul 2026 - 9:00PM

China stock market

Shaky sentiment: Big Short trader’s bearish AI bets test China’s stock support

Burry’s increasing bearish wagers put pressure on Beijing’s stock market intervention as Moody’s flags mounting debt risks.

27 Jul 2026 - 8:27PM

Semiconductors

China’s CXMT soars 466% on debut to become most valuable mainland-listed firm

The DRAM maker saw debut turnover top 140 billion yuan, becoming the first mainland-listed stock to surpass 100 billion yuan in single-day trading.

27 Jul 2026 - 6:19PMvideocam

CXMT is China's top DRAM manufacturer. Photo: Reuters

US-China trade war

Trump’s manufacturing push meets reality as costs rise and investment stalls

Tariffs alone have yet to overcome China’s competitive edge as policy uncertainty and structural hurdles weigh on US industry.

24 Jul 2026 - 3:39AM

Semiconductors

Chinese memory giant CXMT oversubscribed 212 times in mega Shanghai IPO

Nearly 10 million investor accounts apply for a rare listed proxy on Beijing’s semiconductor self-reliance drive.

17 Jul 2026 - 3:00PM

Semiconductors

CXMT’s mega IPO draws frenzy from retail investors to DeepSeek founder’s fund

Investors are hoping for a relatively generous allotment rate and sharp gains when the memory-chip maker debuts on Shanghai’s Star Market.

16 Jul 2026 - 8:00PM

Memory-chip maker CXMT's coming IPO on Shanghai's Star Market has drawn an enthusiastic response from both retail and professional investors. Photo: Reuters

Semiconductors

Meet CXMT’s Zhu Yiming: the man building China’s memory-chip giant

From a Silicon Valley garage to China’s largest DRAM maker and a US$4.4 billion IPO, Zhu reportedly refused pay until CXMT became profitable.

13 Jul 2026 - 6:30PM

Zhu Yiming’s bet that memory-chip production would migrate to China was placed long before he founded CXMT. Photo: Handout

Semiconductors

Chinese chipmaker CXMT set for US$4.3b IPO, riding memory boom

Listing would rank behind only SMIC’s on Shanghai’s Star Market, as AI demand boosts memory-chip market.

9 Jul 2026 - 2:49PM

Artificial intelligence

AI computing stock panic over Meta rumour ‘erroneous’, analysts say

Fears of AI hardware glut not warranted, as ‘Meta’s data centre and compute procurement will accelerate, not slow down’, SemiAnalysis says.

3 Jul 2026 - 3:06PM

Semiconductors

Can China’s memory chip giant CXMT keep thriving after IPO and AI boom?

CXMT is taking orders for its advanced DDR5 server memory from Tencent and ByteDance after completing customer validation, a source says.

2 Jul 2026 - 4:46PM

China trade

At Chinese supply chain expo, executives look to tech as geopolitical insulation

As wars and tariffs disrupt trade, experts at China International Supply Chain Expo focus on potential of frontier technologies.

30 Jun 2026 - 6:20PM

The Hainan province pavilion in the healthy life exhibition area at this week’s China International Supply Chain Expo in Beijing. Photo: Xinhua

Semiconductors

Micron posts record revenue on AI surge as China’s memory rivals gain ground

The two Chinese firms are gaining market share in DRAM and NAND, although high-bandwidth memory remains dominated by global leaders.

25 Jun 2026 - 3:14PM

Hong Kong stock market

Hong Kong stocks rebound from choppy trading triggered by turmoil in US

Hang Seng Index bounces back after overnight plunge in Nasdaq-100 on concerns about frothy tech valuations.

24 Jun 2026 - 4:53PM

Semiconductors

To beat chip crunch, Chinese firm inks memory deal bigger than its sales

The US$1.86 billion multi-year flash deal with unnamed supplier underscores how downstream companies scramble to secure capacity.

11 Jun 2026 - 6:00PM

Biwin says the deal reduces the risk of supply disruption caused by market fluctuations. Photo: Handout

Semiconductors

Chinese memory makers step up challenge to Korea’s chip champions

CXMT and YMTC are nearing public listings, giving China’s memory-chip sector fresh firepower in its pursuit of Samsung and SK Hynix.

6 Jun 2026 - 1:00PM

US-China tech war

US chipmakers in China see revenue rise, defying trade tensions: Hurun list

American semiconductor firms saw a significant boost in sales from the mainland, as a top list shows which are leading the gains amid high-end silicon demand.

25 May 2026 - 11:03PMvideocam

Artificial intelligence

Why is Chinese DRAM maker CXMT’s IPO attracting so much attention?

ChangXin Memory Technologies is sparking investor interest as DRAM profits soar, AI drives shortages and China pushes for chip self-reliance.

21 May 2026 - 9:21AM

ChangXin Memory Technologies (CXMT) has seen profits increase amid the rising price of memory. Photo: Handout

Banking & finance

AI | AI infrastructure investment bubble unlikely to burst by 2027: Macquarie

Investors are piling money into AI technologies – but revenues still have a long way to catch up, Macquarie’s Viktor Shvets says.

19 May 2026 - 7:34PM

Google Data Center Southland is seen from the air in Council Bluffs, Iowa, on January 4, 2019. Photos: Reuters

China stock market

Chinese tech stocks buck regional trend, regain momentum after Xi-Trump meeting

Despite sell-offs in the Asia-Pacific region, investors continue to bet that China’s technology stocks will extend their blistering run.

18 May 2026 - 4:59PM

2026 Xi-Trump summits

Trump poured millions into tech giants seeking China deal, ethics filing shows

In the first quarter, Trump made at least nine trades in Nvidia, with transaction values ranging from US$1,001 to US$5 million.

15 May 2026 - 8:30PM

2026 Xi-Trump summits

Trump’s trillion-dollar business delegation arrives in China, eager for deals

The 17 American business executives accompanying US president are the wealthiest such delegation to visit the country.

14 May 2026 - 12:26PM

Elon Musk follows Eric and Lara Trump down the stairs from Air Force One after its arrival at Beijing Capital International Airport on Wednesday night. Photo: AP

Semiconductors

Chinese memory module makers ramp up production with new CXMT DRAM

Founded in 2016, CXMT is widely regarded as China’s only domestic DRAM maker to have achieved mass production.

14 May 2026 - 7:30AM

CXMT is also moving towards a domestic initial public offering to fund further expansion. Photo: Handout

2026 Xi-Trump summits

Leaving so soon? US, China hold briefest trade talks yet before leaders’ summit

The two delegations met in Seoul’s Incheon Airport, spoke for a few hours and skipped the press conferences typically held after earlier sessions.

13 May 2026 - 5:14PMvideocam

2026 Xi-Trump summits

China and US teams race to find easy summit deliverables at meeting in Seoul

The two sides will seek to ‘iron out any last-minute issues’ in single day of talks, economist says.

13 May 2026 - 1:09PM

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Micron

CXMT value tops 4 trillion yuan as global memory rally lifts China chip champion

Shares jump 12 per cent to a record as bullish signals from SanDisk reinforce expectations that AI-driven memory demand will keep supplies tight.

Chinese hedge funds rotate out of Nvidia and US hyperscalers in AI trade

Memory prices to peak this year in upcycle turning point, research suggests

CXMT shock: China’s alternatives punch Micron, SK Hynix shares

Advances in chips, chipmaking equipment and AI models disrupt stocks by threatening the edges of existing leaders, investors say.

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

Company’s wafer expansion and AI demand could lift its DRAM share and more than double the stock’s value, analysts say.

Shaky sentiment: Big Short trader’s bearish AI bets test China’s stock support

Burry’s increasing bearish wagers put pressure on Beijing’s stock market intervention as Moody’s flags mounting debt risks.

China’s CXMT soars 466% on debut to become most valuable mainland-listed firm

The DRAM maker saw debut turnover top 140 billion yuan, becoming the first mainland-listed stock to surpass 100 billion yuan in single-day trading.

Trump’s manufacturing push meets reality as costs rise and investment stalls

Tariffs alone have yet to overcome China’s competitive edge as policy uncertainty and structural hurdles weigh on US industry.

Chinese memory giant CXMT oversubscribed 212 times in mega Shanghai IPO

Nearly 10 million investor accounts apply for a rare listed proxy on Beijing’s semiconductor self-reliance drive.

CXMT’s mega IPO draws frenzy from retail investors to DeepSeek founder’s fund

Investors are hoping for a relatively generous allotment rate and sharp gains when the memory-chip maker debuts on Shanghai’s Star Market.

Meet CXMT’s Zhu Yiming: the man building China’s memory-chip giant

From a Silicon Valley garage to China’s largest DRAM maker and a US$4.4 billion IPO, Zhu reportedly refused pay until CXMT became profitable.

Chinese chipmaker CXMT set for US$4.3b IPO, riding memory boom

Listing would rank behind only SMIC’s on Shanghai’s Star Market, as AI demand boosts memory-chip market.

AI computing stock panic over Meta rumour ‘erroneous’, analysts say

Fears of AI hardware glut not warranted, as ‘Meta’s data centre and compute procurement will accelerate, not slow down’, SemiAnalysis says.

Can China’s memory chip giant CXMT keep thriving after IPO and AI boom?

CXMT is taking orders for its advanced DDR5 server memory from Tencent and ByteDance after completing customer validation, a source says.

At Chinese supply chain expo, executives look to tech as geopolitical insulation

As wars and tariffs disrupt trade, experts at China International Supply Chain Expo focus on potential of frontier technologies.

Micron posts record revenue on AI surge as China’s memory rivals gain ground

The two Chinese firms are gaining market share in DRAM and NAND, although high-bandwidth memory remains dominated by global leaders.

Hong Kong stocks rebound from choppy trading triggered by turmoil in US

Hang Seng Index bounces back after overnight plunge in Nasdaq-100 on concerns about frothy tech valuations.

To beat chip crunch, Chinese firm inks memory deal bigger than its sales

The US$1.86 billion multi-year flash deal with unnamed supplier underscores how downstream companies scramble to secure capacity.

Chinese memory makers step up challenge to Korea’s chip champions

CXMT and YMTC are nearing public listings, giving China’s memory-chip sector fresh firepower in its pursuit of Samsung and SK Hynix.

US chipmakers in China see revenue rise, defying trade tensions: Hurun list

American semiconductor firms saw a significant boost in sales from the mainland, as a top list shows which are leading the gains amid high-end silicon demand.

Why is Chinese DRAM maker CXMT’s IPO attracting so much attention?

ChangXin Memory Technologies is sparking investor interest as DRAM profits soar, AI drives shortages and China pushes for chip self-reliance.

.css-1f6sr3w{color:#727272;}AI | AI infrastructure investment bubble unlikely to burst by 2027: Macquarie

Investors are piling money into AI technologies – but revenues still have a long way to catch up, Macquarie’s Viktor Shvets says.

Chinese tech stocks buck regional trend, regain momentum after Xi-Trump meeting

Despite sell-offs in the Asia-Pacific region, investors continue to bet that China’s technology stocks will extend their blistering run.

Trump poured millions into tech giants seeking China deal, ethics filing shows

In the first quarter, Trump made at least nine trades in Nvidia, with transaction values ranging from US$1,001 to US$5 million.

Trump’s trillion-dollar business delegation arrives in China, eager for deals

The 17 American business executives accompanying US president are the wealthiest such delegation to visit the country.

Chinese memory module makers ramp up production with new CXMT DRAM

Founded in 2016, CXMT is widely regarded as China’s only domestic DRAM maker to have achieved mass production.

Leaving so soon? US, China hold briefest trade talks yet before leaders’ summit

The two delegations met in Seoul’s Incheon Airport, spoke for a few hours and skipped the press conferences typically held after earlier sessions.

China and US teams race to find easy summit deliverables at meeting in Seoul

The two sides will seek to ‘iron out any last-minute issues’ in single day of talks, economist says.

AI | AI infrastructure investment bubble unlikely to burst by 2027: Macquarie