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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.”
@RJCcapital
CXMT's near-parity pricing kills the China DRAM dump fear; Micron's pricing power stays intact
MULONG@ $1,034.15
$824.00-20.32%
since call Jun 23
TIMESTAMPS
in post