𝗝𝗼𝗶𝗻 𝘂𝘀 𝗮𝘁 𝗚𝗦𝗠𝗔’𝘀 𝗦𝘁𝗮𝘁𝗲 𝗼𝗳 𝗠𝗼𝗯𝗶𝗹𝗲 𝗜𝗻𝘁𝗲𝗿𝗻𝗲𝘁 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝟮𝟬𝟮𝟲 𝘄𝗲𝗯𝗶𝗻𝗮𝗿 Mobile networks now cover most of the world’s population, yet many people living within reach of a signal still aren’t online. Our Associate Director Jan Stryjak will join GSMA to discuss the findings of the 2026 State of Mobile Internet Connectivity report, from the global usage gap to the affordability and other barriers still keeping people offline. 𝗘𝘃𝗲𝗻𝘁 𝗱𝗲𝘁𝗮𝗶𝗹𝘀: • Date: November 25, 2026 • Time: 13:00 – 14:00 GMT 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗻𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿: #MobileInternet# #DigitalInclusion# #Connectivity# #GSMA# #Webinar# #CounterpointResearch#

𝗔𝗜 𝗶𝗻 𝗩𝗶𝗱𝗲𝗼 𝗦𝘂𝗿𝘃𝗲𝗶𝗹𝗹𝗮𝗻𝗰𝗲: 𝗖𝗮𝗺𝗲𝗿𝗮, 𝗕𝗼𝘅 𝗼𝗿 𝗛𝘆𝗯𝗿𝗶𝗱? The global AI video surveillance hardware market is projected to nearly triple, from $8.9B in 2026 to $24.6B in 2030. That makes the choice of where AI processing happens both a performance decision and a budget decision. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • On-camera AI wins on latency and standalone reliability. Axis Communications (in-house ARTPEC chips), Hanwha Vision (dual-NPU Wisenet 9 SoC), Hikvision and Dahua Technology lead here. • Edge AI boxes win on retrofit economics. @MotoSolutions' Avigilon and @HanwhaVision's AIB-800 add analytics to existing, mixed-brand camera networks without replacing every camera. • Hybrid AI splits the workload. Cameras handle time-sensitive alerts, and edge devices handle cross-camera tracking and shared watchlists. 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗿𝘁𝗶𝗰𝗹𝗲: @HikvisionUSAinc @AxisIPVideo #VideoSurveillance# #EdgeAI# #AI# #PhysicalSecurity# #SmartCameras# #CounterpointResearch#

𝗙𝗿𝗼𝗺 𝗚𝗣𝗨 𝗖𝗹𝘂𝘀𝘁𝗲𝗿𝘀 𝘁𝗼 𝗔𝗜 𝗙𝗮𝗰𝘁𝗼𝗿𝗶𝗲𝘀: 𝗪𝗵𝗮𝘁'𝘀 𝗥𝗲𝗮𝗹𝗹𝘆 𝗛𝗼𝗹𝗱𝗶𝗻𝗴 𝗕𝗮𝗰𝗸 𝗔𝗜 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲? 𝖠𝗌 𝖾𝗇𝗍𝖾𝗋𝗉𝗋𝗂𝗌𝖾𝗌 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝖾 𝗍𝗁𝖾𝗂𝗋 𝖠𝖨 𝖺𝗆𝖻𝗂𝗍𝗂𝗈𝗇𝗌, 𝗌𝖾𝖼𝗎𝗋𝗂𝗇𝗀 𝖦𝖯𝖴𝗌 𝗂𝗌 𝗃𝗎𝗌𝗍 𝗈𝗇𝖾 𝗉𝗂𝖾𝖼𝖾 𝗈𝖿 𝗍𝗁𝖾 𝗉𝗎𝗓𝗓𝗅𝖾. 𝖳𝗁𝖾 𝖻𝗂𝗀𝗀𝖾𝗋 𝖼𝗁𝖺𝗅𝗅𝖾𝗇𝗀𝖾 𝗅𝗂𝖾𝗌 𝗂𝗇 𝖻𝗎𝗂𝗅𝖽𝗂𝗇𝗀 𝗍𝗁𝖾 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗇𝖾𝖾𝖽𝖾𝖽 𝗍𝗈 𝗉𝗈𝗐𝖾𝗋, 𝖼𝗈𝗈𝗅, 𝖼𝗈𝗇𝗇𝖾𝖼𝗍 𝖺𝗇𝖽 𝗌𝖼𝖺𝗅𝖾 𝖠𝖨 𝗐𝗈𝗋𝗄𝗅𝗈𝖺𝖽𝗌. 𝖠𝗍 𝗍𝗁𝖾 𝖩𝖺𝗉𝖺𝗇 𝖢𝗅𝗈𝗎𝖽 & 𝖣𝖺𝗍𝖺𝖼𝖾𝗇𝗍𝖾𝗋 𝖢𝗈𝗇𝗏𝖾𝗇𝗍𝗂𝗈𝗇 𝟤𝟢𝟤𝟨, 𝗈𝗎𝗋 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋 Marc Einstein (@MarcEinsteinAI) 𝗐𝗂𝗅𝗅 𝗍𝖺𝗄𝖾 𝗍𝗁𝖾 𝗌𝗍𝖺𝗀𝖾 𝗍𝗈 𝖾𝗑𝗉𝗅𝗈𝗋𝖾 𝗍𝗁𝖾 𝖿𝗂𝗏𝖾 𝖼𝗋𝗂𝗍𝗂𝖼𝖺𝗅 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝖻𝗈𝗍𝗍𝗅𝖾𝗇𝖾𝖼𝗄𝗌 𝖾𝗇𝗍𝖾𝗋𝗉𝗋𝗂𝗌𝖾𝗌 𝗈𝖿𝗍𝖾𝗇 𝗎𝗇𝖽𝖾𝗋𝖾𝗌𝗍𝗂𝗆𝖺𝗍𝖾: • 𝖯𝗈𝗐𝖾𝗋 𝖺𝗏𝖺𝗂𝗅𝖺𝖻𝗂𝗅𝗂𝗍𝗒 𝖺𝗇𝖽 𝗌𝗂𝗍𝖾 𝗋𝖾𝖺𝖽𝗂𝗇𝖾𝗌𝗌 • 𝖱𝖺𝖼𝗄 𝖽𝖾𝗌𝗂𝗀𝗇 𝖺𝗇𝖽 𝖺𝖽𝗏𝖺𝗇𝖼𝖾𝖽 𝖼𝗈𝗈𝗅𝗂𝗇𝗀 • 𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋 𝖺𝗇𝖽 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗎𝗉𝗉𝗅𝗒 • 𝖧𝗂𝗀𝗁-𝗌𝗉𝖾𝖾𝖽 𝗂𝗇𝗍𝖾𝗋𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗌 • 𝖢𝖺𝗉𝗂𝗍𝖺𝗅 𝗂𝗇𝗏𝖾𝗌𝗍𝗆𝖾𝗇𝗍 𝖨𝗇 𝗁𝗂𝗌 𝗌𝖾𝗌𝗌𝗂𝗈𝗇, "𝗙𝗿𝗼𝗺 𝗚𝗣𝗨 𝗖𝗹𝘂𝘀𝘁𝗲𝗿 𝘁𝗼 𝗔𝗜 𝗙𝗮𝗰𝘁𝗼𝗿𝘆: 𝗧𝗵𝗲 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗕𝗼𝘁𝘁𝗹𝗲𝗻𝗲𝗰𝗸𝘀 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲𝘀 𝗨𝗻𝗱𝗲𝗿𝗲𝘀𝘁𝗶𝗺𝗮𝘁𝗲," 𝖬𝖺𝗋𝖼 𝗐𝗂𝗅𝗅 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗐𝗁𝗒 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝗉𝗁𝖺𝗌𝖾 𝗈𝖿 𝖠𝖨 𝖾𝗑𝗉𝖺𝗇𝗌𝗂𝗈𝗇 𝖽𝖾𝗆𝖺𝗇𝖽𝗌 𝖺 𝗆𝗎𝖼𝗁 𝖻𝗋𝗈𝖺𝖽𝖾𝗋 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒. 𝗗𝗮𝘁𝗲: 𝖭𝗈𝗏𝖾𝗆𝖻𝖾𝗋 𝟣𝟥, 𝟤𝟢𝟤𝟨 𝗣𝗹𝗮𝗰𝗲: 𝖧𝗂𝗅𝗍𝗈𝗇 𝖳𝗈𝗄𝗒𝗈, 𝖳𝗈𝗄𝗒𝗈, 𝖩𝖺𝗉𝖺𝗇 𝖯𝗅𝖺𝗇𝗇𝗂𝗇𝗀 𝗍𝗈 𝖺𝗍𝗍𝖾𝗇𝖽? 𝖢𝗈𝗇𝗇𝖾𝖼𝗍 𝗐𝗂𝗍𝗁 𝖬𝖺𝗋𝖼 𝖺𝗍 𝗍𝗁𝖾 𝖾𝗏𝖾𝗇𝗍 𝗍𝗈 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗍𝗁𝖾 𝖾𝗏𝗈𝗅𝗏𝗂𝗇𝗀 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗅𝖺𝗇𝖽𝗌𝖼𝖺𝗉𝖾 𝖺𝗇𝖽 𝗐𝗁𝖺𝗍 𝗂𝗍 𝗍𝖺𝗄𝖾𝗌 𝗍𝗈 𝗌𝖼𝖺𝗅𝖾 𝖠𝖨 𝖿𝖺𝖼𝗍𝗈𝗋𝗂𝖾𝗌. 𝗚𝗲𝘁 𝗶𝗻 𝘁𝗼𝘂𝗰𝗵 𝘄𝗶𝘁𝗵 𝘂𝘀 𝗮𝘁: info@counterpointresearch.com 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗲𝘃𝗲𝗻𝘁 𝗵𝗲𝗿𝗲:  𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿 𝗵𝗼𝘄 𝘁𝗵𝗲 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 𝗖𝗣𝗨 𝗹𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲 𝗶𝘀 𝗲𝘃𝗼𝗹𝘃𝗶𝗻𝗴 𝗮𝗺𝗶𝗱 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗱𝗲𝗺𝗮𝗻𝗱: #AIInfrastructure# #DataCenters# #CloudComputing# #AIFactories# #Semiconductors# #AI#

𝗟𝗲𝘁’𝘀 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝗮𝘁 𝗔𝗠𝗗 𝗶𝗻 𝗗𝗲𝗽𝘁𝗵 𝟮𝟬𝟮𝟲 AI is reshaping data center compute, and demand for the processors that power it is accelerating fast. What does the next era of compute look like for hyperscalers, enterprises and the broader server ecosystem? Our Associate Directors, Brady Wang (@BradyWang10) and David Naranjo (@DSCCDave), will be on-site at @AMD in Depth: EPYC Leadership in the AI Era to connect with industry leaders and discuss the trends shaping AI infrastructure and server CPUs. 𝗗𝗮𝘁𝗲: November 4–5, 2026 𝗣𝗹𝗮𝗰𝗲: Las Vegas, NV Connect with our team to discuss the future of AI compute. Email info@counterpointresearch.com to schedule a meeting. #AMDInDepth# #AMD# #EPYC# #AI# #DataCenter# #AIInfrastructure# #ServerCPU# $AMD

𝗟𝗲𝘁'𝘀 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝗮𝘁 𝗠𝗩𝗡𝗢 𝗡𝗮𝘁𝗶𝗼𝗻 𝗘𝘂𝗿𝗼𝗽𝗲 𝟮𝟬𝟮𝟲 𝖳𝗁𝖾 𝖾𝗏𝗈𝗅𝗎𝗍𝗂𝗈𝗇 𝗈𝖿 𝖾𝖲𝖨𝖬 𝗂𝗌 𝖼𝗋𝖾𝖺𝗍𝗂𝗇𝗀 𝗇𝖾𝗐 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗂𝖾𝗌 𝖿𝗈𝗋 𝖬𝖵𝖭𝖮𝗌 𝗂𝗇 𝖨𝗈𝖳 𝖺𝗇𝖽 𝖾𝗇𝗍𝖾𝗋𝗉𝗋𝗂𝗌𝖾 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒. 𝖡𝗎𝗍 𝗁𝗈𝗐 𝖼𝖺𝗇 𝗍𝗁𝖾 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝗍𝗋𝖺𝗇𝗌𝗅𝖺𝗍𝖾 𝗍𝗁𝖾 𝖾𝗆𝖾𝗋𝗀𝗂𝗇𝗀 𝖲𝖦𝖯.𝟥𝟤 𝗌𝗍𝖺𝗇𝖽𝖺𝗋𝖽 𝗂𝗇𝗍𝗈 𝗋𝖾𝖺𝗅-𝗐𝗈𝗋𝗅𝖽 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍𝗌 𝖺𝗇𝖽 𝗇𝖾𝗐 𝖻𝗎𝗌𝗂𝗇𝖾𝗌𝗌 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗂𝖾𝗌? 𝖩𝗈𝗂𝗇 𝗈𝗎𝗋 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋, Mohit Agrawal (@MohitOpinion), 𝖺𝗍 MVNO Nation 𝖤𝗎𝗋𝗈𝗉𝖾 𝟤𝟢𝟤𝟨, 𝗐𝗁𝖾𝗋𝖾 𝗁𝖾 𝗐𝗂𝗅𝗅 𝗌𝗉𝖾𝖺𝗄 𝗈𝗇 “𝗡𝗲𝘄 𝗲𝗦𝗜𝗠 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱 𝗳𝗼𝗿 𝗜𝗼𝗧 – 𝗛𝗼𝘄 𝗖𝗮𝗻 𝗠𝗩𝗡𝗢𝘀 𝗦𝗲𝗶𝘇𝗲 𝘁𝗵𝗲 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆?” 𝖧𝖾 𝗐𝗂𝗅𝗅 𝖾𝗑𝗉𝗅𝗈𝗋𝖾 𝖲𝖦𝖯.𝟥𝟤 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇, 𝖾𝖺𝗋𝗅𝗒 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍 𝗂𝗇𝗌𝗂𝗀𝗁𝗍𝗌, 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗂𝖾𝗌 𝗍𝗁𝗂𝗌 𝗇𝖾𝗐 𝗌𝗍𝖺𝗇𝖽𝖺𝗋𝖽 𝗉𝗋𝖾𝗌𝖾𝗇𝗍𝗌 𝖿𝗈𝗋 𝖬𝖵𝖭𝖮𝗌. 𝗗𝗮𝘁𝗲: 𝖭𝗈𝗏𝖾𝗆𝖻𝖾𝗋 𝟦, 𝟤𝟢𝟤𝟨 𝗧𝗶𝗺𝗲: 𝟫:𝟣𝟧 – 𝟫:𝟥𝟢 𝖠𝖬 𝗣𝗹𝗮𝗰𝗲: 𝖧𝗈𝗍𝖾𝗅 𝖬𝖾𝗅𝗂á 𝖵𝗂𝗅𝗅𝖺𝗂𝗍𝖺𝗇𝖺, 𝖠𝗅𝗂𝖼𝖺𝗇𝗍𝖾, 𝖲𝗉𝖺𝗂𝗇 𝖫𝖾𝗍'𝗌 𝖼𝗈𝗇𝗇𝖾𝖼𝗍 𝖺𝗇𝖽 𝖾𝗑𝗉𝗅𝗈𝗋𝖾 𝗍𝗁𝖾 𝖿𝗎𝗍𝗎𝗋𝖾 𝗈𝖿 𝖨𝗈𝖳 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒! 𝖤𝗆𝖺𝗂𝗅 𝗂𝗇𝖿𝗈@𝖼𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍𝗋𝖾𝗌𝖾𝖺𝗋𝖼𝗁.𝖼𝗈𝗆 𝗍𝗈 𝗌𝖼𝗁𝖾𝖽𝗎𝗅𝖾 𝖺 𝗆𝖾𝖾𝗍𝗂𝗇𝗀 𝗐𝗂𝗍𝗁 𝖬𝗈𝗁𝗂𝗍. 𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗿𝗲𝗽𝗼𝗿𝘁 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗵𝗼𝘄 𝗲𝗦𝗜𝗠 𝗼𝗿𝗰𝗵𝗲𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝗲𝘃𝗼𝗹𝘃𝗶𝗻𝗴 𝗮𝗻𝗱 𝘂𝗻𝗹𝗼𝗰𝗸𝗶𝗻𝗴 𝗻𝗲𝘄 𝗴𝗿𝗼𝘄𝘁𝗵 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀: #MVNONationEurope# #MVNO# #eSIM# #SGP32# #IoT# #EnterpriseConnectivity# #MobileConnectivity#

𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗲𝗱𝗶𝗮 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁 (𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟑𝟏 – 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟲, 𝟮𝟬𝟮𝟲) 𝖥𝗋𝗈𝗆 𝖨𝗇𝖽𝗂𝖺’𝗌 𝗇𝖾𝗈𝖼𝗅𝗈𝗎𝖽 𝖻𝗈𝗈𝗆 𝗍𝗈 𝖺 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗁𝗂𝗍𝗍𝗂𝗇𝗀 𝖺 𝟣𝟦-𝗒𝖾𝖺𝗋 𝗅𝗈𝗐 𝗈𝗇 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗈𝗌𝗍𝗌, 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝗋𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖺𝗇𝖽 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 𝖿𝖾𝖺𝗍𝗎𝗋𝖾𝖽 𝖺𝖼𝗋𝗈𝗌𝗌 𝗍𝗈𝗉 𝗀𝗅𝗈𝖻𝖺𝗅 𝗆𝖾𝖽𝗂𝖺 𝗍𝗁𝗂𝗌 𝗐𝖾𝖾𝗄. 𝖳𝗁𝗂𝗌 𝗐𝖾𝖾𝗄, 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍'𝗌 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌- Neil Shah (@neil_shah), MS Hwang 𝖺𝗇𝖽 𝗈𝗍𝗁𝖾𝗋𝗌, 𝖾𝖺𝗋𝗇𝖾𝖽 𝟦.𝟩𝟤𝖪 𝗆𝖾𝖽𝗂𝖺 𝗆𝖾𝗇𝗍𝗂𝗈𝗇𝗌, 𝟤𝟥 𝖿𝗋𝗈𝗆 𝖳𝗂𝖾𝗋 𝟣 𝗈𝗎𝗍𝗅𝖾𝗍𝗌, 𝗌𝗉𝗋𝖾𝖺𝖽 𝖺𝖼𝗋𝗈𝗌𝗌 𝟩 𝗉𝗎𝖻𝗅𝗂𝖼𝖺𝗍𝗂𝗈𝗇𝗌 𝗅𝗂𝗄𝖾 @Bloomberg, @Reuters, @CNBCTV18News 𝖺𝗇𝖽 @CNBC, 𝗐𝗂𝗍𝗁 𝗌𝗁𝖺𝗋𝗉, 𝖽𝖺𝗍𝖺-𝖻𝖺𝖼𝗄𝖾𝖽 𝗂𝗇𝗉𝗎𝗍𝗌 𝗈𝗇 𝗌𝗈𝗆𝖾 𝗈𝖿 𝗍𝗁𝖾 𝖻𝗂𝗀𝗀𝖾𝗌𝗍 𝗍𝗋𝗂𝗀𝗀𝖾𝗋𝗌 𝗂𝗇 𝗍𝖾𝖼𝗁. · 𝖤𝗇𝖾𝗋𝗀𝗒 𝗆𝖺𝗃𝗈𝗋𝗌 𝗍𝗎𝗋𝗇𝗂𝗇𝗀 𝗇𝖾𝗈𝖼𝗅𝗈𝗎𝖽 𝗉𝗅𝖺𝗒𝖾𝗋𝗌 𝗂𝗇 𝖨𝗇𝖽𝗂𝖺 · 𝖢𝖷𝖬𝖳’𝗌 𝗋𝗂𝗌𝖾 𝖺𝗇𝖽 𝗐𝗁𝖺𝗍 𝗂𝗍 𝗆𝖾𝖺𝗇𝗌 𝖿𝗈𝗋 𝗂𝗇𝖼𝗎𝗆𝖻𝖾𝗇𝗍 𝗆𝖾𝗆𝗈𝗋𝗒 𝗅𝖾𝖺𝖽𝖾𝗋𝗌 · 𝖦𝗅𝗈𝖻𝖺𝗅 𝖯𝖢 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖽𝗈𝗐𝗇 𝟦% 𝖸𝗈𝖸 · 𝖦𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖽𝗈𝗐𝗇 𝟤𝟢% 𝐇𝐞𝐫𝐞’𝐬 𝐚 𝐥𝐨𝐨𝐤 𝐚𝐭 𝐭𝐡𝐢𝐬 𝐰𝐞𝐞𝐤’𝐬 𝐭𝐨𝐩 𝐦𝐞𝐧𝐭𝐢𝐨𝐧𝐬: 𝗖𝗡𝗕𝗖: 𝗕𝗹𝗼𝗼𝗺𝗯𝗲𝗿𝗴: 𝗥𝗲𝘂𝘁𝗲𝗿𝘀: 𝗥𝗲𝗮𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗿𝗼𝘂𝗻𝗱𝘂𝗽: #𝖶𝖾𝖾𝗄𝗅𝗒𝖬𝖾𝖽𝗂𝖺𝖲𝗉𝗈𝗍𝗅𝗂𝗀𝗁𝗍# #𝖲𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌# #𝖬𝖾𝗆𝗈𝗋𝗒𝖬𝖺𝗋𝗄𝖾𝗍# #𝖭𝖾𝗈𝖼𝗅𝗈𝗎𝖽# #𝖠𝖨𝖨𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾# #𝖢𝖷𝖬𝖳# #𝖯𝖢𝗌# #𝖳𝖾𝗅𝖾𝖼𝗈𝗆#

According to Counterpoint Research, YMTC, like CXMT, is researching DRAM based on a 4F² cell architecture. YMTC’s version operates at 9,600 MT/s and is slated for mass production at YMTC Fab 3.

MS Hwang from Counterpoint Research believes YMTC could reach 18% global NAND market share in 2028. > 2028 could be an inflection point in pricing dynamic > Demand is expected to remain stable through 2028 due to AI-driven growth > Chinese firms are increasing their tool localization rate $SNDK $EWY $DRAM $DISK