CXMT is exploding onto the global DRAM scene, capturing 7.6% market share in Q1 2026 — a leap from 4.7% just three months prior — as AI demand outpaces the big three. While they dominate standard DRAM chips, the high-margin, high-speed memory powering AI still belongs to Samsung, SK Hynix, and Micron. But with a potential $10B IPO haul, CXMT is betting big on future capacity and next-gen tech — a move that could trigger a market shakeup when new supply hits, echoing Micron’s rollercoaster ride through boom and bust.
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