Tag
cxmt
2 articles
CXMT Shares Fall Despite AI DRAM Windfall—Why Investors Aren't Buying
The Chinese chipmaker's profit forecast swung to $19.6 billion from a loss, but the 6.5% stock drop signals skepticism about demand sustainability.
China's AI Efficiency Stack Narrows Compute Gap as Domestic Chips Gain Ground
Forced off Nvidia's most advanced accelerators, Chinese labs built leaner training methods and inference architectures—now pairing that software edge with domestic silicon closing the hardware gap.