Chinese chipmaker CXMT soars 500% on debut as AI fuels shortages
ONP 요약
중국의 메모리 반도체 업체 창신메모리(CXMT)가 상하이 STAR Market에 상장하면서 주가가 개장 직후 470% 이상 급등했다. AI 메모리 수요 확대와 중국 내 DRAM 시장 선도 위치가 투자자들의 기대를 자극했다.
진보 성향:국가 주도 AI 메모리 혁신 — 중국이 AI 메모리 수요를 충족시키려는 노력으로 주가 폭등
중도 성향:시장 반응 — 상장 첫날 급등, AI 수요와 투자자 기대가 반영
보수 성향:과대평가 우려 — 과도한 가격 상승과 AI 수요 과대평가 가능성
SHANGHAI — China's leading memory chipmaker CXMT became the most valuable company in the mainland after soaring more than 500 percent on its market debut Monday, underscoring how AI demand is boosting the semiconductor sector.
The race to build data centres that power artificial intelligence has fuelled a global memory chip shortage while causing business to boom for the companies that produce them.
ChangXin Memory Technologies (CXMT) is the world's fourth-largest maker of DRAM memory chips, with around eight percent market share.
It wants to rival Korea's Samsung Electronics and SK hynix, and U.S. giant Micron, companies that have also seen profits and share prices skyrocket in recent months.
The firm's shares rocketed 530 percent Monday, taking its market capitalisation to 3.65 trillion yuan ($540 billion) — surpassing megabank ICBC as mainland China's most valuable company.
The interest "reflects investors' overwhelmingly bullish sentiment toward China's flagship domestic memory chip firm", Larry Yang, chief economist of First Seafront Fund Management, told AFP.
China's government i ...
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