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ChangXin Memory Technologies Reaches Record Market Cap of 3.6 Trillion Yuan, Surpassing Intel and Tencent

Bubble signal: +2 · Overheating evidenceRelevance 85ValuationChina
Source: IT Home · Published 2026-07-27

Summary

ChangXin Memory Technologies debuted on the STAR Market today, surging 471.59% at open to a market cap of 3.31 trillion yuan, reaching a high of 3.66 trillion yuan during the session, surpassing Intel (approx. 3.14 trillion yuan) and Tencent (approx. 3.48 trillion yuan) to become the largest A-share company by market cap.

Bubble analysis

ChangXin, a DRAM chipmaker, achieved a market cap on its first trading day that surpassed Intel and Tencent, reflecting extreme market enthusiasm for AI-related chips that may be disconnected from fundamentals, a classic sign of bubble inflation.

#ipo#valuation#chip#changxin
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