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Nvidia rejects near-term memory glut fears, leaves CXMT cooperation open

What happened

Nvidia CEO Jensen Huang, speaking at the GTC Berlin conference and as reported by CNBC, said the company did not expect memory supply to exceed demand in the coming years and remained open to working with China's ChangXin Memory Technologies (CXMT). The comments came as falling market valuations for memory manufacturers and new Chinese dynamic random-access memory (DRAM) developments intensified concerns about oversupply. The source does not state any other cause.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

memory (DRAM)

NvidiaChangXin Memory Technologies (CXMT)

NvidiaCXMTmemory supplyoversupply concernsDRAMGTC Berlin

Source and time

Source: DigiTimes Asia · 10/23/2026 · View original source

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Nvidia rejects near-term memory glut fears, leaves CXMT cooperation open

What happened

Impact and signal

Affected components and suppliers

Source and time

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