CXMT is set to challenge DRAM incumbents(newsletter.semianalysis.com)

4 ポイント投稿者 Flux15918 日前1 コメント

newsletter.semianalysis.com

CXMT is set to challenge DRAM incumbents

https://newsletter.semianalysis.com/p/chinas-cxmt-is-set-to-challenge-dram

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Article from semianalysis that goes into the history of CXMT & over a decade long investment (including government support) to become a 4th player in the DRAM market.

Useful to understand in the context of the current DRAM supply constraints since it also goes into what capacity the other 3 players are bringing online in the next 2 years.