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Nvidia rejects near-term memory glut fears and leaves the door open to cooperation with CXMT (ChangXin Memory).
Nvidia's view that a memory glut is not imminent supports continued tight pricing for AI-accelerator memory, and its openness to CXMT matters for whether China-sourced memory chips can enter the supply chain under export limits.
Trade pressSlicast · October 24, 2026 at 01:44 UTC · US · Source: digitimes
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