RT @jukan05: One of the most surprising things I’ve learned recently about CXMT is that they are also expanding DDR4 capacity — by around 1…

Heard from some folks from China at GTC: CXMT will expand capacity by 100% and YMTC by 50% in 18 months, as required by the Chinese government for strategic supply chain security. CC @jukan05

五角大楼中国涉军清单在撤回前都没有长鑫、长存 还有个大连海力士，一起快速扩产吧 有关系的可以问问存储公司的senior们，对周期怎么看、再涨卖不卖股票