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The CXMT shock: how China’s viable alternatives punch Nvidia, Micron, SK Hynix shares

South China Morning Post

TechnologySouth China Morning Post·Jul 29, 2026·1 min read

The CXMT shock: how China’s viable alternatives punch Nvidia, Micron, SK Hynix shares

China’s increasing clout in the global semiconductor supply chain is accelerating the unravelling of the artificial-intelligence trade, as expectations grow that the Asian nation will challenge foreign tech juggernauts by supplying the…

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