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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
by djfergus 4mo ago
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).