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How China Memory Chip IPO Reshapes Global Trade
China's memory chip maker CXMT skyrocketed 500% in its Shanghai IPO, marking a pivotal moment in global semiconductor trade. Lucas and Luna unpack how this surge reflects China's drive for chip self-sufficiency amid US export controls, what it means for the global DRAM market dominated by Samsung and SK Hynix, and the broader implications for trade balances and supply chains. They discuss the role of the strong dollar, the Trump tariff blitz targeting intermediate goods, and the AI boom fueling demand for memory chips. Plus, a candid note on why keeping the show ad-free matters…
The skinny
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