SemiAnalysis said in a post on X that it had already anticipated the development highlighted in the latest update on Chinese memory chipmaker CXMT. The firm pointed to a deep-dive analysis it published last month, saying that report broke down how CXMT, also known as ChangXin Memory Technologies, rose from the legacy of Qimonda to become the world’s fourth-largest DRAM manufacturer. According to the post, the analysis covered several key elements behind that rise, including technology transfer, Hefei’s patient capital, and IPO modeling. The statement did not add further details beyond referring back to the earlier research.
Odaily reported that SemiAnalysis said in a post on X that it had seen this coming.
The research firm said its deep-dive analysis published last month examined how CXMT rose from the legacy of Qimonda to become the world’s fourth-largest DRAM manufacturer, covering technology transfer, Hefei’s patient capital, and IPO modeling.
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