CXMT ranks as the world's fourth-largest DRAM maker and has raised prices charged to Huawei, leading to a June factory-floor dispute involving SiCarrier engineers. Moonshot AI released the 2.8-trillion-parameter Kimi K3 model, which performs comparably to Claude in most benchmarks, while Alibaba issued additional open-source models. Both developments occur against documented U.S. GPU restrictions that China has addressed through electricity access and higher volumes of less-advanced chips.