CXMT

Mentioned in 8 analyzed podcast episodes across 8 shows

Mentioned On

All-In with Chamath, Jason, Sacks & Friedberg Bloomberg Daybreak: Europe Edition 【最新回のみ】辛坊治郎ズームそこまで言うか！The Prof G Pod with Scott Galloway TechLinked 9to5Mac Daily Bloomberg Daybreak: Asia Edition The Vergecast

Episode Mentions

All-In with Chamath, Jason, Sacks & Friedberg · Jul 31, 2026

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

“Chinese memory chip maker that went public surging nearly 500% on debut, hurting Micron, Samsung, and SK Hynix.”

Semiconductor Stock Market Crash and Bear Market TerritoryHedge Fund Margin Calls and Leverage Risk ManagementAI Frontier Lab Regulatory Capture and Safety Legislation

View Analysis

Bloomberg Daybreak: Europe Edition · Jul 28, 2026

Global Chip Rout Deepens, Spain & France Count Cost, Vinted's US Ambitions

“Chinese memory chip manufacturer that debuted as largest listed company in onshore China”

AI Chip Market Volatility and Valuation ConcernsCircular Funding in AI InfrastructureChinese Semiconductor Manufacturing Advancement

View Analysis

【最新回のみ】辛坊治郎ズームそこまで言うか！ · Jul 28, 2026

2026年7月28日（火）辛坊治郎ズームそこまで言うか！

“Chinese semiconductor memory company whose parent listed on Shanghai Stock Exchange as AI-related stock”

Self-checkout system implementation and challengesRetail shoplifting and loss prevention strategiesAge verification technology for alcohol and tobacco sales

View Analysis

The Prof G Pod with Scott Galloway · Jul 28, 2026

China Decode: China's Bid for AI Dominance, and Chinese Food Trends (ft. @BlondieinChina)

“Chinese memory chipmaker that soared 466% on Shanghai Star Market debut, becoming China's most valuable listed company”

China's Open-Source AI Strategy and Geopolitical ImplicationsAI Governance and Multilateral Regulation FrameworksGlobal South Technology Access and Digital Divide

View Analysis

TechLinked · Jul 28, 2026

Claude Chats Appear in Google Search, GrapheneOS Duress PIN Prosecution, RAM Crisis Hits PCs and Phones + more!

“Chinese RAM manufacturer entering market but pricing at current market rates, failing to provide cost relief during RAM crisis”

AI Chatbot Privacy and Indexing ControlsGrapheneOS and Privacy Tool CriminalizationPC Market Shipment Decline and RAM Crisis

View Analysis

9to5Mac Daily · Jul 10, 2026

Mac shipments are growing, more

“Chinese memory chip supplier on Pentagon blacklist; Apple testing RAM chips for China-market devices”

Apple American Manufacturing Program (AMP)U.S. semiconductor manufacturing incentives and reshoringMemory chip supply chain constraints

View Analysis

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

View Analysis

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

View Analysis