SemiAnalysis Projects CXMT DRAM Revenue To Exceed $50 Billion This Year
Many users are excited about CXMT's DRAM revenue projections exceeding $50 billion because of the stunning growth and potential to become a Big 4 memory provider, while one suspects the report timing indicates manipulation.
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Great post from SemiAnalysis CXMT will generate nearly $55B in revenue this year They will IPO at nearly $50B market cap GM is easily over 75% Will be the most explosive IPO of China ever http://newsletter.semianalysis.com/p/chinas-cxmt-is-set-to-challenge-dram
DAYUM CXMT doubling revenue to $100B-$110B in 2027 CRAZY
Great post from SemiAnalysis CXMT will generate nearly $55B in revenue this year They will IPO at nearly $50B market cap GM is easily over 75% Will be the most explosive IPO of China ever http://newsletter.semianalysis.com/p/chinas-cxmt-is-set-to-challenge-dram
ICBC generates around $60B in net income CXMT will generate over $80B next year Will be the most profitable company from China
DAYUM CXMT doubling revenue to $100B-$110B in 2027 CRAZY
Uber bullish for Samsung as well
Great report from Semianalysis LOL, CXMT will generate over $50B in revenue this year http://newsletter.semianalysis.com/p/chinas-cxmt-is-set-to-challenge-dram
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@zephyr_z9 typo，$500B market cap？
could be $700B at opening day
@zephyr_z9 The timing of the release of this report on a huge down day for memory screams manipulation. They really know how to lose credibility. If it’s just a coincidence then they aren’t very smart
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@fi56622380 no, they are IPOing at 300B RMB (that's the mcap) Look at their prospectus
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@zephyr_z9 Mirae Corp (025560 KQ) will be a key beneficiary here
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@zephyr_z9 Hefei going to be Tier 0.9 city soon
@zephyr_z9 17% share is stunning
@zephyr_z9 If they keep this up, the “Big 3” will be “Big 4” in a year or so. That’s crazy growth, and it’s not just all ASP driving the numbers either.
@zephyr_z9 Is that feasible? Is that only China?