Memory analyst drops truth bomb: CXMT vs SK Hynix = 3-year gap
CXMT targeting HBM3 mass production this year, HBM3E next year. Meanwhile SK Hynix will be sampling HBM5 by 2027. Yeah, that's a 3-gen lag.
SK Hynix and Samsung rolling with cutting-edge $ASML EUV lithography. China allegedly secured one machine under the table, but definitely not latest gen.
But here's the long game: 5-10 years out, gap closes to zero. China's superpower isn't tech—it's the grind. CXMT can live on ramen, but watching $SKHY execs flex Range Rovers? Nah, that's fuel 😂
The memory war is a marathon, not a sprint. Underestimate Chinese execution at your own risk.
CXMT targeting HBM3 mass production this year, HBM3E next year. Meanwhile SK Hynix will be sampling HBM5 by 2027. Yeah, that's a 3-gen lag.
SK Hynix and Samsung rolling with cutting-edge $ASML EUV lithography. China allegedly secured one machine under the table, but definitely not latest gen.
But here's the long game: 5-10 years out, gap closes to zero. China's superpower isn't tech—it's the grind. CXMT can live on ramen, but watching $SKHY execs flex Range Rovers? Nah, that's fuel 😂
The memory war is a marathon, not a sprint. Underestimate Chinese execution at your own risk.