// Global Analysis Archive
According to the source citing Reuters, CXMT has reportedly signed a multi-year DRAM supply agreement worth more than RMB 20 billion with Tencent to support Tencent’s server business. The reported timing ahead of CXMT’s planned STAR Market listing suggests a potential effort to secure demand visibility, though key terms remain undisclosed and unconfirmed by the companies.
According to sources cited by Technode, Apple is lobbying US officials for approval to purchase DRAM from China’s CXMT to ease pressure from rising memory procurement costs. The report notes CXMT was added to the US Commerce Department’s Entity List last year, making regulatory clearance a key constraint on any potential sourcing shift.
According to the source citing Reuters, CXMT has reportedly signed a multi-year DRAM supply agreement worth more than RMB 20 billion with Tencent to support Tencent’s server business. The reported timing ahead of CXMT’s planned STAR Market listing suggests a potential effort to secure demand visibility, though key terms remain undisclosed and unconfirmed by the companies.
According to sources cited by Technode, Apple is lobbying US officials for approval to purchase DRAM from China’s CXMT to ease pressure from rising memory procurement costs. The report notes CXMT was added to the US Commerce Department’s Entity List last year, making regulatory clearance a key constraint on any potential sourcing shift.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-5199 | CXMT–Tencent Reported RMB 20B+ DRAM Deal Signals Major Domestic Server-Memory Alignment | Semiconductors | 2026-06-30 | 0 | ACCESS » |
| RPT-5184 | Apple Reportedly Seeks US Approval to Source DRAM from China’s CXMT Amid Rising Memory Costs | Apple | 2025-07-10 | 0 | ACCESS » |