CXMT just locked in a multi-year DRAM supply commitment from Tencent valued at roughly three billion dollars, giving the Hefei-based maker a concrete revenue anchor while it negotiates similar arrangements with Alibaba Cloud, ByteDance, and Xiaomi ahead of its planned STAR Market debut.
Even Chinese companies are signing LTAs now lol
RTRS:
- China’s CXMT has signed a $3 billion LTA with Tencent. - CXMT is also in talks with other Chinese internet companies, including Alibaba Cloud, ByteDance, and Xiaomi. - As of Q1, CXMT’s DDR5 yields still lagged behind Western peers. - CXMT currently operates two 12-inch DRAM fabs in Hefei and one fab in Beijing, with total wafer capacity of around 300k wafers per month.
A signed long-term agreement this size hands CXMT clearer demand numbers that investors will want to see before the company tries to raise at least four billion dollars in its IPO.
DDR5 output at CXMT continues to trail Samsung, SK hynix, and Micron, so the commercial value of these new contracts hinges on whether the company can close that performance gap at scale.
Users react to CXMT's $3 billion DRAM supply agreement with Tencent, with some calling the deal ultra bullish while others respond with hostility toward AAPL or dismiss related comments as dumb takes.
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But a memory tourist told me CXMT will flood the market with cheap DRAM 😱😱😱
Even Chinese companies are signing LTAs now lol
RTRS:
- China’s CXMT has signed a $3 billion LTA with Tencent. - CXMT is also in talks with other Chinese internet companies, including Alibaba Cloud, ByteDance, and Xiaomi. - As of Q1, CXMT’s DDR5 yields still lagged behind Western peers. - CXMT currently operates two 12-inch DRAM fabs in Hefei and one fab in Beijing, with total wafer capacity of around 300k wafers per month.
> - As of Q1, CXMT’s DDR5 yields still lagged behind Western peers. > Hefei, Beijing The funny thing is that DDR5 is of course produced in South Korea, which is well to the East of Mainland China I guess Micron counts though… Do they have much US capacity?
Even Chinese companies are signing LTAs now lol
RTRS:
- China’s CXMT has signed a $3 billion LTA with Tencent. - CXMT is also in talks with other Chinese internet companies, including Alibaba Cloud, ByteDance, and Xiaomi. - As of Q1, CXMT’s DDR5 yields still lagged behind Western peers. - CXMT currently operates two 12-inch DRAM fabs in Hefei and one fab in Beijing, with total wafer capacity of around 300k wafers per month.
https://www.reuters.com/world/china/chinas-cxmt-wins-3-billion-memory-supply-deal-with-tencent-sources-say-2026-06-29/
@treeapple33 개인적으로 애플이 CXMT쓰겠다고 으름장 지른건 뻥카라고 생각합니다
@jukan05 @zephyr_z9 y’all think china is dumping memory prices because of supply 😂
@jukan05 애플의 태도가 앞으로 어떻게 변하게될지 궁금하군요 🤔
@jukan05 Dammmmn that’s ultra bullish 😂
@zephyr_z9 They will never learn goat.
@jukan05 这是不是说明存储未来大概率不会陷入价格战，并且长期保持大量需求的趋势？
@jukan05 🤣🤣🤣
@jukan05 两存满足内需都不够
@jukan05 Guess DDR5 finally got a Chinese dating app, lots of matches but still figuring out the chemistry.
@jukan05 그런 인터뷰 할 시간에 치맥하러 한국을 왔어야...
@jukan05 Even Chinese memory makers are locking in long-term supply agreements now.
The signal is clear: securing future DRAM supply is becoming just as important as expanding capacity.
@jukan05 DDR5 finally got a Chinese wingman, hope it doesn’t ghost the yields.
@jukan05 长鑫还没上市 已经无数buff加持了 受命于天....
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@jukan05 🤔
@zephyr_z9 😂😂 had the same exact thought as I listened to the podcast this morning even before jukan's post popped my tl
@jukan05 $AAPL 无法得到任何的低价储存, 除非苹果自己持股 $DRAM 进行价格对冲