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ChangXin Memory Technologies on Pulse

Semiconductors

The full thread of our ChangXin Memory Technologies coverage — a running record of every development we've tracked, with the VC take on each.

2
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2
With a headline figure
Jun 28, 2026
Since

Coverage Timeline

newest first
  1. IPOChina's CXMT Prices Record $8.5B Shanghai Chip IPO→
  2. REGULATIONApple Lobbies Washington to Buy Memory From Blacklisted China Chipmaker as the AI Memory Crunch Bites→

All Coverage

IPO~$8.5B raised

China's CXMT Prices Record $8.5B Shanghai Chip IPO

China's DRAM champion ChangXin Memory Technologies priced an $8.5 billion IPO on Shanghai's STAR Market, implying an $85 billion valuation and becoming the venue's second-largest listing ever, with trading set to begin July 27.

Jul 22, 2026
REGULATIONDRAM +98% in Q1

Apple Lobbies Washington to Buy Memory From Blacklisted China Chipmaker as the AI Memory Crunch Bites

Apple is reportedly lobbying US agencies for permission to buy DRAM from ChangXin Memory Technologies (CXMT), a Chinese supplier on the US Entity List, as a brutal memory shortage drives up component costs. DRAM prices jumped roughly 98% in Q1 2026 and are projected to climb another 58-63% this quarter, the spillover from every major fab rerouting capacity to the high-bandwidth memory that feeds AI accelerators. Apple has already raised prices on Macs, iPads and home devices.

Jun 28, 2026