New Anchors for Deep-Tech Investment: China's 1βnm DRAM Process Breakthrough Reinforces Heavy-Tech Logic
2026-07-29 20:34:48
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On July 29, 2026, CXMT announced a breakthrough in 1βnm DRAM process R&D, with mass production expected by 2027. This milestone marks a new phase in China's storage chip localization and reaffirms the deep-tech investment thesis: autonomous technology control, high-demand certainty, and sustained policy support. This article analyzes the impact on deep-tech investment landscape, covering storage chip price trends, supply chain opportunities, and long-term investment value.
