China’s RAM boom is here. Your cheap PC is not
July 30, 2026
The hottest company on the planet right now is a memory supplier called CXMT, a name barely anyone outside of China had even heard a year ago. It’s making headlines in financial markets on a massive stock debut, predicated on the idea that it’s going to fill the hole in the DRAM market (the kind of memory that goes into consumer PCs) as the big three make bank on “AI.”
Well bully for CXMT…