中国的CXMT在IPO中筹集4.2B美元,以刺激AI芯片研发和HBM生产。 China’s CXMT to raise $4.2B in IPO to boost AI chip R&D and HBM production.

中国最大的DRAM芯片制造商CXMT ChangXin记忆技术(CXMT)计划在上海星市上投资295亿元(42亿美元),为AI芯片的生产升级、研发和HBM开发提供资金。 ChangXin Memory Technologies (CXMT), China's largest DRAM chipmaker, plans a 29.5 billion yuan ($4.2 billion) IPO on Shanghai’s Star Market to fund production upgrades, R&D, and HBM development for AI chips. 该公司成立于2016年,由国家支持,经营三家12英寸楼,拥有4%的全球DRAM市场份额。 The company, founded in 2016 with state backing, operates three 12-inch fabs and holds a 4% global DRAM market share. 尽管从2022年到2024年总共损失了317亿元人民币,但CXMT预计2025年的收入将猛增到140%,到2026年,在销售额和价格上升的推动下,有可能盈利。 Despite losses totaling 31.7 billion yuan from 2022 to 2024, CXMT expects revenue to surge up to 140% in 2025, potentially turning profitable by 2026, driven by higher sales and prices. 它的目标是在2026年末开始生产HBM。 It aims to begin HBM production by late 2026. 主要投资人包括阿里巴巴和小米。 Major investors include Alibaba and Xiaomi.