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CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into high-bandwidth memory (HBM). This eases concerns that Chinese suppliers are about to challenge the dominance of Samsung Electronics, SK Hynix, and Micron in AI memory.

Rebellions' IPO plan tests market appetite for inference chips

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digitimes.com 2026-07-09

South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from private funding rounds into public markets.

CXMT seeks US$4.1bn in China's biggest 2026 IPO for DDR5, HBM

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digitimes.com 2026-07-09

CXMT has launched a CNY29.5 billion (approx. US$4.1 billion) STAR Market IPO, giving China's top DRAM maker fresh capital to upgrade 17nm production, expand DDR5, and develop HBM for AI servers and high-performance computing.

SK Hynix IPO to give US investors bigger bite of the memory pie, as shortages persist - Yahoo Finance

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finance.yahoo.com 2026-07-09 Yahoo Finance

SK Hynix IPO to give US investors bigger bite of the memory pie, as shortages persist - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-07-09 Yahoo! Finance Canada

Wall Street Insider Says SK Hynix IPO Could Overwhelm the Market. Here's the Risk Beyond Memory Stocks. - 24/7 Wall St.

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247wallst.com 2026-07-09 24/7 Wall St.

Wall Street Insider Says SK Hynix IPO Could Overwhelm the Market. Here’s the Risk Beyond Memory Stocks. - Yahoo Finance

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finance.yahoo.com 2026-07-09 Yahoo Finance