CXMT stock news
On September 29, 2026, key customer and strategic partner GigaDevice announced an upward revision to its 2026 annual limit for routine related--party transactions with ChangXin Memory Technologies (CXMT, SHA: 688825) to 7.854 billion yuan, up from the prior ceiling of 5.711 billion yuan. The revision was driven by sustained price increases across DRAM foundry and OEM products amid strong market demand and tight supply conditions. GigaDevice also projected that DRAM procurement and foundry transaction caps with CXMT will reach 4.411 billion yuan for the January–April 2027 period alone, signaling sustained capacity utilization and revenue visibility for CXMT.