MU · News · 20261101N

Competition and New Entrants

MICRON TECHNOLOGY INC · 2026-11-01 · Importance 51 · Surprise 64

Chinese memory-chip maker CXMT reported Q3 2026 revenue growth of 613% year over year, which the article attributed to a global DRAM shortage. The report said Micron’s revenue remained significantly larger, while identifying CXMT as a potential future competitor in mobile and PC memory markets. It also characterized CXMT’s growth as evidence of high memory prices across the industry.

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