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CXMT at RMB 3.5 Trillion: The DRAM Catch-Up, AI Cycle and Supply-Chain Re-rating Behind China’s Biggest Semiconductor Bet

CXMT at RMB 3.5 Trillion: The DRAM Catch-Up, AI Cycle and Supply-Chain Re-rating Behind China’s Biggest Semiconductor Bet On July 27, ChangXin Memory Technologies (CXMT) was briefly valued at roughly RMB 3.5 trillion on...

2026-07-27 06:29 UTC
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CXMT DRAM semiconductors AI

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长鑫存储 3.5 万亿市值的真相：一场 DRAM 追赶、AI 周期与国家供应链重估

长鑫存储 3.5 万亿市值的真相：一场 DRAM 追赶、AI 周期与国家供应链重估 7 月 27 日，长鑫存储（CXMT）在科创板首日交易中一度被推到约 3.5 万亿元人民币市值。这个数字看上去荒诞：一家做 DRAM 的中国公司，为什么能在一天里被市场按全球半导体巨头的量级定价？答案并不在于它已经在技术上全面超过三星、SK 海力士或美光。恰恰相反，市场给它的，是“稀缺中国 DRAM 平台 + AI 存储周期 + 国家供应链资产”的三层...

2026-07-27 06:29 UTC
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CXMT DRAM semiconductors AI

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CXMT at RMB 3.5 Trillion: The DRAM Catch-Up, AI Cycle and Supply-Chain Re-rating Behind China’s Biggest Semiconductor Bet

长鑫存储 3.5 万亿市值的真相：一场 DRAM 追赶、AI 周期与国家供应链重估