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CXMT Evicted Huawei-Linked Engineers From Its R&D Facility, As The Once-Humble Memory Maker Has Acquired A Taste Of Newfound Power Amid The AI Boom

TL;DR AI

Key summary

2 min read
  1. Reuters reported that CXMT asked engineers linked to Huawei partner SiCarrier to leave its R&D cleanroom in June.

  2. The move came as tensions grew over higher DRAM prices and tighter access for customers.

  3. The dispute highlights how China’s memory-chip makers are gaining leverage amid an AI-driven DRAM shortage.

  4. It also shows shifting bargaining power inside China’s tech supply chain, despite ongoing U.S. export restrictions.

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