The rise of China’s ChangXin Memory Technologies (CXMT) is fundamentally challenging the traditional narrative of the global memory market, which has long been dominated by US and South Korean giants like Micron, Samsung, and SK Hynix. While CXMT may not completely "unchart" or rewrite the entire global memory paradigm overnight—especially at the bleeding edge of AI hardware —its rapid ascent is rewriting the rules of engagement for US semiconductor firms. 1. Meteoric Market Share Gains CXMT has scaled at a pace that caught Western markets off guard. Driven by massive domestic demand and an upcycle in the memory sector: * CXMT’s global DRAM market share climbed from roughly 3% to around 8%. * Its blockbuster IPO on Shanghai’s STAR Market raised nearly $10 billion, briefly catapulting
$Singtel(Z74.SI)$ seems recent dividend income contributes to the positive momentum, but have u not seen the slew of Optus incidents? Huge impairm and legal settlement on the horizon