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The prospect of CXMT matching Micron's DRAM wafer capacity

A commenter calls the possibility “insane yet believable,” arguing that it would mark a real shift in DRAM.

HaircutHA
1 Source, 20d ago, first seen 20d ago

TLDR

CXMT catching Micron on wafer capacity would represent a significant shift in DRAM, one commenter argues. Their assessment treats matching Micron as a believable possibility, not an accomplished milestone.

Combined views

2.3K

1 Source, first seen 20d ago

10 likes2 saves2 reposts

Combined views

2.3K

1 Source, first seen 20d ago

10 likes2 saves2 reposts

Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

1 Source

Haircut@nodiligencethis is insane yet believable. CXMT catching Micron on wafer capacity would be a real shift in DRAM. gg!20d
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    1 Source

    Haircut@nodiligencethis is insane yet believable. CXMT catching Micron on wafer capacity would be a real shift in DRAM. gg!20d
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