China's CXMT Is Set to Challenge DRAM Incumbents

China's CXMT Is Set to Challenge DRAM Incumbents(newsletter.semianalysis.com)

3 points by djfergus 6 days ago | 1 comment

djfergus 6 days ago |

Its rational for CXMT to not chase HBM right now, because commodity DRAM currently carries higher margins than its immature HBM process. Curious to see how this influences the consumer RAM shortage medium term (2027).

djfergus 6 days ago |

Its rational for CXMT to not chase HBM right now, because commodity DRAM currently carries higher margins than its immature HBM process. Curious to see how this influences the consumer RAM shortage medium term (2027).