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China's CXMT memory chip maker IPO debuts 470%+ in Shanghai, armed with $8.6 billion to compete with SK Hynix and Micron in DRAM and HBM

Supply-chain shock; disrupts established memory chip duopoly with China's first major indigenous manufacturer at scale entering market
Trade pressSlicast · July 27, 2026 · US · Source: Aju Press
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SK Hynix
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In-depth analysis
CommentaryCXMT vs SK Hynix vs Samsung: HBM Dominance, DRAM Share, and Pricing PowerCommentarySK Hynix Leads HBM Supply Into Vera Rubin, but NVIDIA's In-House Base Die May Reshape Who Captures the Margin
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