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CXMT

Mentioned in 2 analyzed podcast episodes across 2 shows

Mentioned On

Bloomberg Daybreak: Asia Edition The Vergecast

Episode Mentions

Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition · Apr 23, 2026

Stocks Fluctuate, SK Hynix Record Profit Quarter

“Chinese competitor to SK Hynix investing heavily in memory chip production, creating competitive pressure on Korean and Taiwanese chipmakers”

US-Iran Strait of Hormuz tensions and ceasefire negotiationsSK Hynix record earnings and CapEx expansion strategyAI chip demand and memory market super-cycle sustainability

The Vergecast · Dec 23, 2025

The Vergecast RAM Holiday Spec-Tacular

“Chinese state-backed memory company attempting to break oligopoly; missed government targets despite massive investment”

DRAM Manufacturing Capacity and Fab ConstructionAI Data Center Infrastructure BuildoutMemory Pricing Dynamics and Market Oligopoly