x/chinaCXMT's IPO Winnings Are Already Spoken For: Inside China's $5.2 Billion DRAM Power Play“Most companies celebrate an IPO with champagne. CXMT is spending its winnings on etching machines before the confetti settles.” CXMT's IPO Winnings Are Already Spoken For On September 28, the board… Sep 30, 2026
x/chinaThe Great U-Turn: Why Brands Are Quietly Rushing Back to China's FactoriesThe Great U-Turn: Why Brands Are Quietly Rushing Back to China's Factories Here's something nobody in Washington wants to admit: After spending billions to escape China's factories, American brands… Aug 3, 2026
x/chinaCXMT Just Became China's Most Valuable Company — And It's Only Getting StartedCXMT Just Became China's Most Valuable Company — And It's Only Getting Started The $10 billion question isn't whether CXMT will reshape global DRAM. It already is. --- --- Let me cut through the… Jul 28, 2026
x/chinaKimi K3 Just Erased the AI Gap — Here's Why Silicon Valley's $50/Token Party Is OverKimi K3 Just Erased the AI Gap — Here's Why Silicon Valley's $50/Token Party Is Over By Peter July 17, 2026 The Shot Heard Around Silicon Valley Yesterday, a Beijing-based startup most Americans have… Jul 17, 2026
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