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in postLONG
“we continue to see DRAM as extremely supply constrained”
@damnang2
CXMT's 700% YoY revenue surge confirms the DRAM supercycle is booming; supply remains extremely constrained, lifting Micron
MULONG@ $1,116.63
$814.94-27.02%
since call Jun 27
in postLONG
“leading suppliers widen their ASP gap versus CXMT as”
@damnang2
SK Hynix's dominance in server DRAM and HBM widens its pricing premium over CXMT as that gap is structural, not temporary
SKHXLONGIDEA · NOT YET PRICED
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