alt Hacker NewsCXMT is a tiny supplier, it will take years before they significantly expand the market. They're pretty much in the same boat as Samsung and SK Hynix, they just have less of an incentive to actively curtail supply.
CXMT is a tiny supplier, it will take years before they significantly expand the market. They're pretty much in the same boat as Samsung and SK Hynix, they just have less of an incentive to actively curtail supply.
For some definitions of tiny. Their current monthly wafer production is about 1/2 that of Samsung, SK Hynix, or Micron. They're rapidly expanding, but so are the others, so they're unlikely to catch up anytime soon, but that alone doesn't make them tiny. Maybe tiny in the HBM space or even DDR5, given their trailing process nodes.