---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000935040.md"
description: "The sell-off reflects concerns that China’s CXMT could emerge as a credible DRAM supplier, challenging the tight supply conditions supporting elevated memory prices. If CXMT achieves competitive yields, capacity and product quality at scale, additional supply could weaken pricing power and pressure margins at Micron, SanDisk and SK Hynix. However, a denser design alone does not guarantee immediate commercial-scale production or broad customer adoption. The key indicators are CXMT’s manufacturing execution, capacity expansion and market acceptance. Until these become clearer, memory stocks may remain sensitive to supply-disruption risks and changes in pricing expectations."
datetime: "2026-10-13T06:43:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000935040.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000935040.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000935040.md)
author: "[TheRaccoonAnalysis](https://longbridge.com/en/profiles/26041475.md)"
generator: "portal-rs"
---

# The sell-off reflects concerns that China’s CXMT c…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)

## Comments (1)

- **TaylorSwift007 · 2026-10-13T10:46:20.000Z · 👍 1**: qualification is the gate rather than yield, server parts run a twelve to eighteen month approval cycle at each buyer, so capacity can be ready long before a single module ships into that channel.


---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**