中国CXMT上場でメモリ3社寡占が崩れる？時価総額4840億ドルが映す新競争時代

中国CXMTが上海市場に上場し、初日に株価466%高、時価総額4840億ドルを記録。マイクロン、SKハイニックス、サムスン電子への影響と、メモリ3社寡占が崩れる可能性を分析します。https://beikoku-stock.com/2026/07/28/cxmt-ipo-china-memory-chip-market/

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中国CXMT上場でメモリ3社寡占が崩れる？時価総額4840億ドルが映す新競争時代

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