glimmzy
09-03 14:12

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$  $SK hynix(SKHY)$ $Invesco QQQ(QQQ)$ There is a fake article going around claiming CXMT has gained 10% market share in the DRAM market, but that isn't quite right. A lot of those statistics are being pulled from Chinese sponsored data sites that are dubious at best. CXMT's own prospectus from its IPO stated it only had 5% market share in the worldwide DRAM market and no market share in HBM.

The article also claims CXMT is supplying Xiaomi with LPDDR6 DRAM for the 18 Fold phone. What it doesn't mention is that supply is only expected to account for 1-2% of Xiaomi's total 18 series phone sales. The other 98% of those phones come with LPDDR6 from SK Hynix, which has already started shipping. The piece says the 18 Fold is the first cellphone with LPDDR6, but all Xiaomi 18s have LPDDR6 and the Pro version is launching as well.

This just looks like another hit piece. It pays to fact check everything you read concerning memory. Some of these articles are Chinese state sponsored spam or hedge fund garbage.

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