CNBeta — 2026-06-18#

Top Story#

A cnbeta report reveals that Google is currently evaluating sourcing DRAM chips from China’s ChangXin Memory Technologies (CXMT) to power its devices and upcoming “Humufish” AI TPU accelerators. This potential move comes as AI-driven demand causes global memory prices to skyrocket, prompting tech giants to seek alternative supply chains despite the looming threat of US export controls. If the deal materializes, it could fracture the global memory oligopoly and set a major precedent for US tech firms utilizing high-end Chinese semiconductors.