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in postLONG
“If CXMT's DRAM ASP is only about 5–10% lower than Samsung, SK Hynix, and Micron's, it suggests that China currently has no interest in dumping memory.”
@jukan05
China's CXMT is not dumping DRAM, removing the bear overhang on Micron's pricing power and margins
MULONG@ $1,041.40
$815.57-21.69%
since call Jun 23
in postLONG
“If CXMT's DRAM ASP is only about 5–10% lower than Samsung, SK Hynix, and Micron's, it suggests that China currently has no interest in dumping memory.”
@jukan05
CXMT's non-dumping pricing removes the bear case on SK Hynix, which leads incumbents in server DRAM mix
SKHXLONGIDEA · NOT YET PRICED
TIMESTAMPS
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