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Digitimes September 1, 2026 By DIGITIMES positive

Analysis: CXMT's US$11.5B profit surge raises the stakes in China's AI memory race

AI / LLMMemory
China's leading DRAM maker CXMT has gone from years of accumulated losses to one of the most profitable companies on the mainland market, propelled by an extraordinary memory upcycle. The more consequential question is what it does with the windfall.
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