3 points | by djfergus 11 hours ago ago
1 comments
Its rational for CXMT to not chase HBM right now, because commodity DRAM currently carries higher margins than its immature HBM process. Curious to see how this influences the consumer RAM shortage medium term (2027).
Its rational for CXMT to not chase HBM right now, because commodity DRAM currently carries higher margins than its immature HBM process. Curious to see how this influences the consumer RAM shortage medium term (2027).