CX
Silicon · Second string · Independent
CXMT
China's leading DRAM maker.
59 OVR Prospect Draft · rated on 3 of 6
Ratings CXMT held about 10% of DRAM in Q2 2026 on Chinese demand for domestic supply, with export controls on equipment and the move up to HBM as its exposure.
Dominance 62 draft Holds about 10% of DRAM in Q2 2026, a small stated share.
sourced counterpointresearch.com Momentum unrated The Atlas gives no growth figure and no stated direction for this company.
Leverage 50 draft The Atlas states no company that depends on CXMT.
sourced counterpointresearch.com Network base 50, judgment +0.
Durability 66 draft Its named risks are export controls on equipment and moving up to HBM.
sourced counterpointresearch.com Firepower unrated The Atlas states no cash, raise, profit, debt or spending commitment for this company.
Deal Heat unrated The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.
DOM 62 MOM – LEV 50 DUR 66 FIRE – HEAT –
Profile
China's leading DRAM maker.
Silicon · Memory · Second string
Key figure About 10% of DRAM in Q2 2026 (Counterpoint).
Why it may rise Chinese buyers favoring domestic supply.
What could change it Export controls on equipment, and moving up to HBM.
sourced counterpointresearch.com
Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric .