长存今年扩产远超棒子预期,按目前趋势今年要追平美光,达到海力士的一半。
China's CXMT muscles into DRAM's top tier—Is 'Big Three' era over?
Forecasts suggest ChangXin Memory Technologies (CXMT), China's leading DRAM supplier, will dramatically expand its output in 2025—far surpassing previous expectations. If current momentum holds, CXMT could soon close in on Micron's production and hit 50% of SK Hynix's output levels.
Analysts warn that the DRAM market may evolve from its long-standing "Big Three" structure into a four-player contest within the next one to two years, setting the stage for a potential oversupply cycle.
South Korea's G-enews and ChosunBiz, citing Omdia research, project CXMT's 2025 DRAM output to hit 2.73 million wafers—a 68% jump from 1.62 million in 2024.
完了,存储产业白菜化了
版主: Softfist
#2 Re: 完了,存储产业白菜化了
现在看来,疮王上次加税后,包叔就开始认认真真脱钩断链了。这八年,我鳖就是一心一意补短板。
芯片国产化,设备国产化,粮食进口多元化,能源进口多元化,一步一个脚印。就连铁矿石,非洲的矿都要投产了。
金融上,粮食进口通过金砖国家粮食交易平台,再过五年,应该美元脱钩了。
我鳖确实是人类历史上最有为,最科学治国的政府。
芯片国产化,设备国产化,粮食进口多元化,能源进口多元化,一步一个脚印。就连铁矿石,非洲的矿都要投产了。
金融上,粮食进口通过金砖国家粮食交易平台,再过五年,应该美元脱钩了。
我鳖确实是人类历史上最有为,最科学治国的政府。
#3 Re: 完了,存储产业白菜化了
全世界都要感谢铲子sdehc 写了: 2025年 4月 25日 18:58 长存今年扩产远超棒子预期,按目前趋势今年要追平美光,达到海力士的一半。
China's CXMT muscles into DRAM's top tier—Is 'Big Three' era over?
Forecasts suggest ChangXin Memory Technologies (CXMT), China's leading DRAM supplier, will dramatically expand its output in 2025—far surpassing previous expectations. If current momentum holds, CXMT could soon close in on Micron's production and hit 50% of SK Hynix's output levels.
Analysts warn that the DRAM market may evolve from its long-standing "Big Three" structure into a four-player contest within the next one to two years, setting the stage for a potential oversupply cycle.
South Korea's G-enews and ChosunBiz, citing Omdia research, project CXMT's 2025 DRAM output to hit 2.73 million wafers—a 68% jump from 1.62 million in 2024.
不然三天两头火灾地震
¡qooq ƃᴉq ɐ ǝɹɐ no⅄
#5 Re: 完了,存储产业白菜化了
白菜也没啥利润了
sdehc 写了: 2025年 4月 25日 18:58 长存今年扩产远超棒子预期,按目前趋势今年要追平美光,达到海力士的一半。
China's CXMT muscles into DRAM's top tier—Is 'Big Three' era over?
Forecasts suggest ChangXin Memory Technologies (CXMT), China's leading DRAM supplier, will dramatically expand its output in 2025—far surpassing previous expectations. If current momentum holds, CXMT could soon close in on Micron's production and hit 50% of SK Hynix's output levels.
Analysts warn that the DRAM market may evolve from its long-standing "Big Three" structure into a four-player contest within the next one to two years, setting the stage for a potential oversupply cycle.
South Korea's G-enews and ChosunBiz, citing Omdia research, project CXMT's 2025 DRAM output to hit 2.73 million wafers—a 68% jump from 1.62 million in 2024.