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CXMT (ChangXin Memory) is turning away Apple and Taiwanese server buyers as Beijing's memory self-sufficiency drive tightens DRAM supply.
Priority for domestic buyers at CXMT tightens the DRAM supply available to global server makers, raising pricing and allocation risk for AI server builds.
Trade pressSlicast · October 25, 2026 at 18:15 UTC · US · Source: BigGo Finance
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