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Chinese Semiconductor Companies' Art of War
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Fusion42 · 18 August 2026 · Fusion42 review
Chinese semiconductor company CXMT has grown strategically by avoiding direct competition with industry leaders Samsung and SK Hynix, gaining a 7.7% global DRAM market share in 2023 and securing major customers like Apple and HP. Despite US sanctions restricting advanced equipment, CXMT leveraged older technology and state funding to build momentum and accelerate domestic technology development.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
Chinese semiconductor founders face a new reality where US sanctions fuel domestic innovation enabling smaller players like CXMT to build market traction despite lacking the latest tech. You need to adjust your supply chain and partnership models to accommodate rising Chinese competition backed by deep state resources.
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1 source · 18 Aug 2026
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