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Chinese Tech Giants Seek Decade-Long Memory Supply for AI Infrastructure
Major Chinese cloud service providers, including Alibaba, Tencent, and ByteDance, are reportedly negotiating unprecedented long-term supply agreements (LTAs) for Dynamic Random Access Memory (DRAM) with South Korean sem…
CXMT R&D Growth Drives DRAM Market Share to 9.5% in Q2 2026
The global semiconductor landscape is witnessing a significant shift as Changxin Storage (CXMT) reports substantial growth in both human capital and market presence. According to the latest data from TrendForce, the Chi…
Memory Market Shift: CXMT Rejects Apple's Demand for Lower DRAM Prices
The global semiconductor landscape is witnessing a significant shift in bargaining power as the Chinese memory manufacturer ChangXin Memory Technologies (CXMT) reportedly rejected a price reduction request from Apple In…
Roundhill DRAM ETF Rebalances: Samsung Sold as CXMT Joins US Fund
US-based ETF issuer Roundhill Investments has executed a significant rebalancing of its specialized DRAM-themed exchange-traded fund this week. According to data highlighted by analyst qinbafrank, the fund manager reduc…