Fox Business says CXMT jumped after a blockbuster IPO as AI memory demand rises
pdamodaran · x · 2026-07-28
CXMT’s IPO puts AI memory demand back in focus
A Fox Business segment says Chinese memory maker CXMT surged after a blockbuster IPO, while analyst Anni Sen argued the company is not yet a serious threat to Micron or SK Hynix.
- The clip links the rally to strong demand for AI memory.
- It argues that rising GPU memory needs, plus open-source AI adoption, are supporting the memory cycle.
- The discussion is framed as a technology-sector investment call, not a product launch.
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