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$MU $TSM $CXMT CXMT's expansion deserves a place in the DRAM bull case. Charles Kau says 10 fabs are being expanded, with capacity expected within two years. TechNews reported his warning on Nov. 10. DIGITIMES followed on Nov. 11, quoting his skepticism about TSMC entering 3D DRAM. The expansion figures remain Kau's account, pending independent verification against CXMT's project disclosures. My concern is how additional supply travels through the market. If CXMT supplies more Chinese demand locally, overseas suppliers could lose orders even without CXMT exporting those chips. That would put pressure on pricing if supply grows faster than demand. For Micron, I'd watch CXMT's qualified output, customer adoption and DRAM contract prices. The investment risk becomes measurable as those numbers move.

MediaTek says the memory-saving features in its Dimensity 9600 Pro are designed to ease pressure from rising chip and memory costs. The company says these features let phones run larger AI models without additional RAM. According to TechNews, the chip supports mixture-of-experts models with up to 30 billion parameters, keeping roughly 3 billion in memory and loading others as needed.

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