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
2 min readKey summary
Reuters reported that CXMT asked engineers linked to Huawei partner SiCarrier to leave its R&D cleanroom in June.
The move came as tensions grew over higher DRAM prices and tighter access for customers.
The dispute highlights how China’s memory-chip makers are gaining leverage amid an AI-driven DRAM shortage.
It also shows shifting bargaining power inside China’s tech supply chain, despite ongoing U.S. export restrictions.



