Upstream supply chain bottlenecks could limit physical capacity expansion.
Yup, it's gross profit generation time CXMT doesn't have the capacity to dump memory for the next 2 years Now the big question is what they do with the $130B in gross profits generated For some reason, banks believe that CXMT will just spend $25B on CAPEX in 27 & 28, which is clearly wrong
@notvikingpm Just filtering out the self-proclaimed experts who keep saying China will dump memory already helps a lot in forming a better judgment.
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@zephyr_z9 What else are they supposed to do? Reward shareholders?? In Communist Chyna? More seriously I think the conservative capex figure is just due to the idea that they can't expand capex faster, because of upstream bottlenecks.
Yup, it's gross profit generation time CXMT doesn't have the capacity to dump memory for the next 2 years Now the big question is what they do with the $130B in gross profits generated For some reason, banks believe that CXMT will just spend $25B on CAPEX in 27 & 28, which is clearly wrong
@zephyr_z9 CXMT supply chain beneficiaries if anyone's interested: