COMPAMIR
High-Purity Fact Pipeline
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High-Purity Fact Pipeline
CXMT, YMTC
China
June 7, 2026
"CXMT and YMTC are planning major IPOs on Shanghai's Star Market. Surging AI demand has led to a memory chip shortage and significant profit growth for both firms. Analysts debate the sustainability of current valuations given the cyclical nature of the semiconductor industry."
Author: Chris Miller
This book provides the definitive geopolitical context for the semiconductor industry, explaining why China's state-backed firms like CXMT and YMTC are central to the global power struggle and how memory chips have become the new 'oil' of the 21st century.