← RJCcapitalTrade on Hyperliquid →
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“CXMT memory is all sold and deployed. It's just a question of the small price arbitrage that Chinese vendors get from cxmt vs the big 3.”
@RJCcapital
CXMT can't cover China's own DRAM demand, so Western suppliers like Micron face no real competitive threat
MULONG@ $1,129.37
$815.49-27.79%
since call Jun 27
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