ME News report: On May 27 (UTC+8), according to the prospectus submitted by CXMT, the company has entered the group of memory manufacturers ranking just below the three global giants, though the scale gap remains significant. CXMT’s revenue for the first quarter of 2026 reached RMB 50.8 billion, representing 31% of Micron’s revenue during the same period. Based on the latest quarterly revenue in RMB terms, Micron is approximately 3.2 times larger than CXMT, SK Hynix about 4.7 times, and Samsung Memory roughly 6.7 times. The prospectus indicates that CXMT’s revenue growth stems from three factors: capacity ramp-up, product portfolio upgrades, and rising DRAM prices. Since late 2025, increased volumes of DDR5 and LPDDR5/5X products, combined with tight industry supply and demand conditions, have significantly improved both revenue and profit margins in the first quarter. In terms of market share, based on sales revenue in the fourth quarter of 2025, CXMT held 7.67% of the global market (with Samsung, SK Hynix, and Micron collectively accounting for over 90%). According to Omdia’s statistics on capacity, shipments, and sales revenue, CXMT is the leading memory manufacturer in China and the fourth-largest globally. --------------------------------- Click the link below to join Dongcha Beating · Feishu AI News Channel, which provides 24/7 monitoring of global AI trends and news. (Source: BlockBeats)
CX Technology's Q1 2026 revenue reached 31% of Micron's, securing the fourth-largest global market share.
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Summary
CX Technology’s Q1 2026 revenue reached RMB 50.8 billion, representing 31% of Micron’s revenue, as the memory sector’s Fear & Greed Index shows signs of shifting. The company’s growth was driven by capacity expansion, product upgrades, and rising DRAM prices. By late 2025, CX Technology held a 7.67% global market share, ranking fourth worldwide and first in China in production, shipments, and sales. With the memory market stabilizing, altcoins to watch may include those linked to hardware and semiconductor demand.
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