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Medium2026-09-17Short term · Leans negativeLonger term · Leans negative

Chinese Smartphone Makers Turn to CXMT, Cutting Korean Memory Reliance

The South China Morning Post reports that Chinese smartphone makers are turning to CXMT for memory chips, reducing reliance on Korean suppliers like Samsung and SK Hynix. This could erode SK Hynix's China market share and intensify global memory competition, pressuring its stock.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 1 related reports

  • South China Morning Post · 09-17 18:00 KST
    Chinese Smartphone Makers Turn to CXMT, Cutting Korean Memory Reliance

    The SCMP reports that Chinese smartphone makers once reliant on Korean memory are shifting to CXMT. The move could erode SK hynix's China share and intensify memory price competition over time, a potential negative for the stock, though near-term impact hinges on how fast CXMT ramps capacity.

Chinese Smartphone Makers Turn to CXMT, Cutting Korean Memory Reliance · Hynix Board