China will Manufacture Semiconductor Chip Giants, CXMT, ChangXin Memory Technologies

Have we been under-estimating China's ability to catch up to the world in certain kinds of chips?

Good Morning,

DeepSeek is uncovering some valuable journalism about other side stories of China’s momentum in its own chip industry, contrary to many of the U.S. influencers on the topic I watch sometimes on YouTube.

Founded in 2016, ChangXin Memory Technologies, also known as CXMT, is a prominent Chinese semiconductor integrated device manufacturer headquartered in Hefei, Anhui.

The company produces dynamic random access memory (DRAM) chips and in the 2030s, I expect it to be a legit competitor of the power-house that is South Korea’s SK Hynix. In fact, a lot of Taiwanese, Japanese and South Korean innovation won’t be able to compete with what China’s semiconductor industry becomes. You are seeing signs of this already in 2025.

China in fact, has a number of names of watch in legacy chip foundries. Nexchip is among Chinese foundries quickly winning market share in the crucial $56.3 billion industry of so-called legacy or mature node chips made on 28 nanometre technology and larger.

The Memory Chip Maker of the Future: CXMT