TAG
CXMT
2 articles on this topic, newest first.
Micron Falls 3.62%, Nvidia Gains 0.97% as CXMT News Splits Chip Stocks
The S&P 500 barely moved, but memory and AI compute chips went opposite ways after China's CXMT showed progress in DRAM design. Financials also weakened after bank earnings.
Memory Chip Supercycle: Not at Peak Yet, But 5 of 6 Warning Signs Are Flashing
Memory prices are still climbing, but the pace is slowing and PC and smartphone demand is starting to crack under the weight of higher chip costs. This looks less like a price peak and more like a profit plateau building toward the next supply cycle.
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