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China's ChangXin Memory Technologies (CXMT) released a new m

文 / 小金 2026-10-15 08:02:11 来源:亚金网

China's ChangXin Memory Technologies (CXMT) released a new memory architecture, prompting a sharp pullback in global memory stocks. On Oct 13 Samsung Electronics and SK Hynix shares fell over 7%; losses narrowed and stabilized on Oct 14. Analysts say the drop is partly a short-term sentiment overshoot but also reflects a longer-term reappraisal of foreign vendors' monopoly moat, and that the server market may see increasing divergence.

 

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