China's memory chip giants are going public. How to play them.
New Delhi, July 20 -- China's biggest initial public offering since 2010 arrives at an unusually favorable moment: AI has created a memory-chip shortage, prices are soaring, and an industry notorious for booms and busts is minting profits again.
ChangXin Memory Technologies is expected to raise 57.9 billion yuan, or about $8.6 billion, in its Shanghai offering. If the overallotment option is fully exercised, the total could reach 66.7 billion yuan, or $9.8 billion.
The offering values CXMT at roughly $85 billion before trading begins July 27 on Shanghai's technology-focused STAR Market.
Another Chinese memory champion, Yangtze Memory Technologies (YMTC), has entered China's formal pre-IPO tutoring process, though it hasn't announced a ...
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