#供应链

CXMT and Tencent Sign ~$3 Billion DRAM Supply Deal

reuters.com · ⭐️ 8/10 · 2026-06-30

8/10

CXMT has signed a multi-year DRAM supply agreement with Tencent worth over 29.4 billion USD, covering server memory chips for up to five years. This deal enhances China's semiconductor self-sufficiency and provides CXMT with a major customer, with potential expansion to other Chinese internet companies like Alibaba Cloud, ByteDance, and Xiaomi. The agreement is reportedly for 3 to 5 years, and CXMT is also in talks with Alibaba Cloud, ByteDance, and Xiaomi for similar deals, according to sources.