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Across almost every competitive metric disclosed in its STAR Market IPO prospectus, Changxin Memory Technologies (CXMT) trails the established leaders of the global DRAM industry. There is one conspicuous exception: the share of revenue the company devotes to research and development has exceeded every peer in the comparison group for three consecutive years — and by a wide margin.

Korean prosecutors raid Rambus, Montage, and Renesas as memory-interface chip probe goes global

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digitimes.com 2026-07-16

South Korean prosecutors have opened a criminal front in a widening international investigation into alleged price-fixing of the small but critical chips that link AI processors to high-speed memory, raiding the local operations of three global suppliers on July 15.

Column: From K-Semiconductor to AI superpower —How South Korea is taking its next chip leap

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digitimes.com 2026-07-16

South Korean President Lee Jae-myung unveiled the country's Three Mega Projects for AI and Semiconductors in late June 2026, an ambitious national strategy designed to strengthen South Korea's global leadership in artificial intelligence and semiconductors. The initiative centers on three pillars—semiconductors, physical AI, and AI data centers—and aims to double the nation's DRAM output within fi

CXMT IPO raises fresh capital, but its own prospectus map shows distance still to close

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digitimes.com 2026-07-16

The IPO prospectus filed by Changxin Memory Technologies (CXMT) ahead of its planned listing on Shanghai's STAR Market offers an unusually candid portrait of the global DRAM industry it is entering, including detailed profiles of the three incumbents it must eventually displace, and a frank accounting of how far behind it still sits.

Samsung may scale back foldable storage upgrades as memory costs rise

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digitimes.com 2026-07-16

Samsung Electronics is reportedly preparing to reduce a long-running preorder perk for its next Galaxy foldables as memory prices climb. According to ChosunBiz, the South Korean company will likely cut its "free storage upgrade" offer from a full double-capacity boost to a subsidy covering only half the price gap between the 256GB and 512GB versions.

TSMC is about to answer Wall Street’s biggest AI question - thestreet.com

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www.thestreet.com 2026-07-16 thestreet.com

Nvidia’s China opening could unlock surprise earnings upside - thestreet.com

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www.thestreet.com 2026-07-16 thestreet.com

SK Hynix To Tap Into AI Market, West Lafayette Plant Underway - InkFreeNews.com

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www.inkfreenews.com 2026-07-16 InkFreeNews.com

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