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Chipmaker CXMT becomes mainland China's most valuable listed firm

The company's shares soared by nearly 470% in its market debut, as the AI boom drives chip demand.

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(www.bbc.com)
]]>https://citiverse.it/topic/fc7d16e6-d4bb-40cb-8c48-20cf0c44015e/chipmaker-cxmt-becomes-mainland-china-s-most-valuable-listed-firmRSS for NodeTue, 18 Aug 2026 10:23:34 GMTMon, 27 Jul 2026 19:12:49 GMT60<![CDATA[Reply to Chipmaker CXMT becomes mainland China's most valuable listed firm on Wed, 29 Jul 2026 00:04:50 GMT]]>I can't wait to buy black market ram from China. Lol

]]>https://citiverse.it/post/https://lemmy.ml/comment/26951656https://citiverse.it/post/https://lemmy.ml/comment/26951656Wed, 29 Jul 2026 00:04:50 GMT<![CDATA[Reply to Chipmaker CXMT becomes mainland China's most valuable listed firm on Tue, 28 Jul 2026 06:42:43 GMT]]>It might be tariffed by US however, ram sold worldwide would pressure other manufacturers to reduce their prices.

]]>https://citiverse.it/post/https://lemmy.world/comment/24994861https://citiverse.it/post/https://lemmy.world/comment/24994861Tue, 28 Jul 2026 06:42:43 GMT<![CDATA[Reply to Chipmaker CXMT becomes mainland China's most valuable listed firm on Tue, 28 Jul 2026 01:47:11 GMT]]>The big three will have plenty of incentive to collude and undercut them

]]>https://citiverse.it/post/https://lemmy.ml/comment/26932905https://citiverse.it/post/https://lemmy.ml/comment/26932905Tue, 28 Jul 2026 01:47:11 GMT<![CDATA[Reply to Chipmaker CXMT becomes mainland China's most valuable listed firm on Tue, 28 Jul 2026 00:39:07 GMT]]>Nah, it won't matter. Even if they only operated in China it will be huge. China has a huge need of chips themselves, as we saw the the underground markets to import around US tarriffs. Suddenly they have their own supplier which will probably undercut the others in there since it was partially paid for by the CCP.

So there goes all of China, and now there is a huge overabundance of supply because they aren't selling to them anymore. So they can either try to ratchet up the prices, knowing that CXMT proves its not worth it and the underground chip market reverses now out of China, or they start actually competing.

That's the worst case scrnario right now, and even then that would be temporary. No matter what more comoetition is going to drive down prices. They know it, it's why they are locking in 5 year price deals now while prices are high.

]]>https://citiverse.it/post/https://poptalk.scrubbles.tech/comment/6720282https://citiverse.it/post/https://poptalk.scrubbles.tech/comment/6720282Tue, 28 Jul 2026 00:39:07 GMT<![CDATA[Reply to Chipmaker CXMT becomes mainland China's most valuable listed firm on Tue, 28 Jul 2026 00:06:11 GMT]]>i bet they get tariff-ed or sanctioned out of existence for daring. lol

]]>https://citiverse.it/post/https://lemmy.ml/comment/26931508https://citiverse.it/post/https://lemmy.ml/comment/26931508Tue, 28 Jul 2026 00:06:11 GMT<![CDATA[Reply to Chipmaker CXMT becomes mainland China's most valuable listed firm on Mon, 27 Jul 2026 20:25:57 GMT]]>even a minor undercut would increase market presence which would be a pretty good incentive for them though. I expect you are right though that I wouldn't expect massive sweeping changes, but I do think it will cause some conflict and competition which may lower prices across the board. The issue is... supply needs to go over demand, and there is currently a lot of demand.

]]>https://citiverse.it/post/https://sh.itjust.works/comment/26596922https://citiverse.it/post/https://sh.itjust.works/comment/26596922Mon, 27 Jul 2026 20:25:57 GMT<![CDATA[Reply to Chipmaker CXMT becomes mainland China's most valuable listed firm on Mon, 27 Jul 2026 20:13:07 GMT]]>They will eventually.

]]>https://citiverse.it/post/https://lemmy.world/comment/24986636https://citiverse.it/post/https://lemmy.world/comment/24986636Mon, 27 Jul 2026 20:13:07 GMT<![CDATA[Reply to Chipmaker CXMT becomes mainland China's most valuable listed firm on Mon, 27 Jul 2026 19:49:36 GMT]]>I'd love for that to be the case but they've no incentive to significantly undercut the big three

]]>https://citiverse.it/post/https://lemmy.world/comment/24986227https://citiverse.it/post/https://lemmy.world/comment/24986227Mon, 27 Jul 2026 19:49:36 GMT<![CDATA[Reply to Chipmaker CXMT becomes mainland China's most valuable listed firm on Mon, 27 Jul 2026 19:23:12 GMT]]>Wait until they make cheap ram!

]]>https://citiverse.it/post/https://sh.itjust.works/comment/26595817https://citiverse.it/post/https://sh.itjust.works/comment/26595817Mon, 27 Jul 2026 19:23:12 GMT