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Semiconductor Manufacturing International Corporation
3 posts
CXMT IPO turns China’s memory-chip champion into a $480bn market test
CXMT’s US$8.6 billion Shanghai IPO and 466% debut surge have turned China’s leading DRAM maker into a public-market symbol of AI memory demand, semiconductor sovereignty and valuation risk.
ASML to equip Tata Electronics’ $11bn Dholera fab as India’s first 300 mm plant nears ramp
India's first commercial 300 mm fab had everything except lithography. Tata Electronics just signed ASML, the only company that could complete the stack.
Can MetaX deliver on China’s dream of GPU independence after blockbuster IPO?
MetaX shares surged 700% in its IPO as China doubles down on AI chip independence. Find out what this means for Nvidia, AMD, and the global GPU race.