Global semiconductor stocks tumble on China CXMT DRAM competition fears

SK Hynix, Samsung, and Micron reportedly fell 4–26% as CXMT announced plans to commercialize 4F² DRAM by end-2026.

1 Source, 1h ago, first seen 1h ago

TLDR

South Korea’s Kospi reportedly fell 5.5–7.6%, triggering circuit breakers, while the Philadelphia Semiconductor Index neared a one-month low amid AI oversupply concerns. CXMT announced plans to commercialize 4F² DRAM by the end of 2026, adding to concerns about Chinese competition.

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