English(EN) CXMT just had the most absurd debut in semiconductor history. Priced at ¥8.66, opened at ¥49.50, closed +466% at ¥49. Market cap: ~$488B — bigger than Intel. A

CXMT 股价首日飙升 466%，市值超越 Intel

作者 PulseAugur 编辑部 · [2 个来源] · 2026-07-27 14:30

长鑫存储科技（CXMT）是一家十年前尚不存在的 DRAM 制造商，在股市上取得了非凡的上市首秀。该公司股价在首个交易日飙升 466%，市值达到约 4880 亿美元，超过了 Intel。这一快速崛起源于对 CXMT 增长的详细分析，该公司起源于奇梦达（Qimonda）的残余，并受益于战略技术转让和巨额资本投资。 AI

影响这一事件凸显了半导体行业的快速增长和估值潜力，特别是对于那些涉足对 AI 基础设施至关重要的内存技术的公司。

排序理由半导体公司具有重大的市场首秀和估值。

在 X — SemiAnalysis 阅读 →

AI 生成摘要 · Google Gemini · 来自 2 个来源。我们如何撰写摘要 →

报道来源 [2]

X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-27 14:30

We saw this coming. Our deep dive last month broke down CXMT's rise from Qimonda's ashes to the world's #4 DRAM maker — the tech transfer, the Hefei patient cap

We saw this coming. Our deep dive last month broke down CXMT's rise from Qimonda's ashes to the world's #4 DRAM maker — the tech transfer, the Hefei patient capital, and the IPO math. (2/2) https://t.co/wXXIPvXVsX
X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-27 14:30

CXMT just had the most absurd debut in semiconductor history. Priced at ¥8.66, opened at ¥49.50, closed +466% at ¥49. Market cap: ~$488B — bigger than Intel. A

CXMT just had the most absurd debut in semiconductor history. Priced at ¥8.66, opened at ¥49.50, closed +466% at ¥49. Market cap: ~$488B — bigger than Intel. A DRAM maker that didn't exist ten years ago. (1/2)🧵 https://t.co/s1DmpoxqwO

报道来源 [2]

We saw this coming. Our deep dive last month broke down CXMT's rise from Qimonda's ashes to the world's #4 DRAM maker — the tech transfer, the Hefei patient cap

CXMT just had the most absurd debut in semiconductor history. Priced at ¥8.66, opened at ¥49.50, closed +466% at ¥49. Market cap: ~$488B — bigger than Intel. A

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