// OVERVIEW
Chinese semiconductor manufacturer that raised a record $8.6B in Shanghai IPO
Discussed in
// RECENT MENTIONS
// SIGNALS
6 SIGNALS
01
mention·Dwarkesh·AUGUST 25, 2026
“In 2028, especially, fabs start to go up from SMIC and CXMT and such, where domestic production is actually reaching many millions of units a year. And now they're incrementally adding, you know, 5, 10 gigawatts in just 2028 of domestically produced chips.”
Source→02
mention·Axios AI+·AUGUST 11, 2026
“Apple is testing memory chips from Chinese memory chip maker CXMT as it deals with skyrocketing costs.”
Source→03
funding
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