FMS 2026 opens with major memory makers present, but CXMT missing from exhibitor list

CXMT’s absence from FMS 2026 signals a shifting strategic posture for China’s storage industry within the global supply chain. With Samsung, SK Hynix, and Micron highlighting AI-centric storage strategies, the lack of Chinese participation undermines the company’s influence in shaping key industry trends. This move may trigger cascading effects across upstream sectors such as EUV lithography, silicon wafers, and target materials. From a compliance standpoint, tightening U.S. export controls are pushing companies to avoid high-sensitivity events. In competitive terms, leading firms may accelerate self-reliance initiatives, reducing reliance on foreign platforms. Over the next 12–24 months, without policy easing, China’s semiconductor ecosystem could further consolidate into an inward-oriented model, fostering both technological and market self-sufficiency.