SK Hynix Invests KRW 54.3 Trillion, Apple Tests CXMT, Unitree Robotics Begins Subscription Today
Investing a total of KRW 54.3 trillion (~RMB 258 billion) to build new semiconductor bases in Yongin and Cheongju, South Korea, to expand capacity for advanced memory like HBM. Explosive demand for high-bandwidth memory driven by AI training puts memory manufacturers into a massive capex cycle, extending supply chain order visibility.
Apple is testing memory chips from ChangXin Memory Technologies (CXMT) for iPhones and MacBooks to address AI memory shortages. Baidu and Qwen were also reported to be entering the Apple ecosystem simultaneously. This marks the first time domestic memory enters Apple's core components, endorsing that "domestic memory is qualified to serve top-tier clients."
Issue price RMB 150.80/share, corresponding market cap approx. RMB 60.993 billion. Winning rate approx. 2–3 per ten thousand, far lower than CXMT's 0.47%. Domestic humanoid robots move from industrial narrative to capital market pricing, significantly impacting valuation anchors across the entire supply chain.
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