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China’s Largest DRAM Maker CXMT Clears Shanghai STAR IPO Review; Alibaba Cloud Holds 3.85% Stake

businessaiai-infrastructureai-compute-chipsworldchina 6 posts · 5 accounts

Chinese memory-chip maker CXMT, the country’s largest DRAM producer, cleared its IPO review on Shanghai’s Nasdaq-like STAR Market on May 27. The offering could raise more than $5 billion, potentially making it mainland China’s biggest IPO since 2022.

Alibaba Cloud already holds a 3.85% stake in CXMT, making it the company’s sixth-largest shareholder. The listing push comes after a sharp earnings turnaround: first-quarter net income reached Rmb 24.8 billion, exceeding the company’s cumulative losses in 2023 and 2024 combined, while revenue surged 719% from a year earlier.

From the sources (6 posts)

@firstsquawk

CHINESE CHIPMAKER CXMT GETS SHANGHAI BOURSE'S APPROVAL FOR IPO

@business

Memory giant CXMT got approval for an IPO that could raise more than $5 billion, the biggest in mainland China since 2022

@zerohedge

CHINESE CHIPMAKER CXMT GETS SHANGHAI BOURSE'S APPROVAL FOR IPO

@techmeme

The Shanghai Stock Exchange says memory maker CXMT cleared a listing review for the exchange's Nasdaq-like STAR Board, in what could be China's top IPO in 2026 (Wall Street Journal) (Visit Techmeme dot com for the link and full context!)

@poezhao0605

CXMT, China’s largest DRAM maker, cleared its IPO review on May 27. One detail worth noting: Alibaba Cloud is already its 6th largest shareholder at 3.85%. The cloud giant is locking in memory chip supply through equity, not contracts. http

@poezhao0605

CXMT just cleared its STAR Market IPO review. Potential valuation: up to Rmb 3 trillion. The financial reversal is stark. Q1 2026 net income of Rmb 24.8 billion exceeded the company’s cumulative losses across 2023 and 2024 combined. Revenu

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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