On September 7, CXMT conducted its 2026 semi-annual performance review meeting. In response to speculation that Apple is currently evaluating CXMT's chips, Zhao Lun, CXMT's General Manager, expressed the company's open stance and its proactive approach in seeking partnerships with top-tier clients across the globe. He emphasized that CXMT's products are already competitive with those of leading international manufacturers in terms of performance, quality, and supply reliability.
Regarding High Bandwidth Memory (HBM), Zhao Lun disclosed that CXMT remains committed to its established technology blueprint and business strategy, consistently driving the iterative enhancement of its products and manufacturing techniques. He also highlighted the strong demand in the server market, noting that CXMT has ramped up its business efforts in this area during the first half of the year. This intensified focus has paid off, with a notable increase in the contribution from the company's server sector products, fueled by growing downstream demand.
On the topic of introducing and verifying domestic DUV lithography machines, CXMT outlined its multifaceted approach centered on supply chain development. The company is prioritizing the advancement and validation of the domestic supply chain to encourage collaborative growth in key segments of the semiconductor equipment and other related industrial chains.
