Ellie Wang
Senior Analyst of CRU Group
2 stories
3 quotes
Based on its current development and production progress, it will remain challenging for CXMT to substantially narrow the gap before AI-driven memory demand begins to normalize,
- said Wang, addingCNBCcnbc.com/2026/07…
I believe it is precisely because Anhui and Hefei have such a deep understanding of these industries that they dare to take a 'deep dive' and put more resources into projects that are seemingly difficult,
That advantage has positioned SK Hynix as one of the biggest beneficiaries of the rapid growth in AI infra,
- said TrendForce analyst Ellie WangCNBCcnbc.com/2026/07…
Earlier
Chinese chip giant CXMT’s market capitalization briefly surpasses 4 trillion yuan, as memory chip industry stocks rally
Global Times Chinaglobaltimes.cn/page/202607…Although the stock rebounded on Friday, investors are still concerned that global Big Tech companies’ artificial intelligence (AI) infrastructure spending may have peaked, and the memory chip market may face a supply glut
The Korea Timeskoreatimes.co.kr/business/tech…Nasdaq debut 'historical moment,' expects huge AI investment
The Korea Timeskoreatimes.co.kr/business/comp…SK Hynix's highly anticipated U.S. stock market debut is off to a strong start, with demand for the South Korean memory chipmaker's $28 billion American depositary receipt (ADR) offering reportedly exceeding available shares by more than seven times
International Business Timesibtimes.com/sk/hynix…