Sravan Kundojjala(@SKundojjala):CXMT 1Q26 revenue alone is almost equivalent to its whole 2025 revenue. Operating at 95%+ fab utilization rate. For context, CXMT's 1Q26 revenue is greater than Micron's DRAM revenue just 3 quarters ago but less than half of Micron's current quarter DRAM revenue.

Sravan Kundojjala

@SKundojjala

Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.

Joined September 2011

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Sravan Kundojjala@SKundojjala

2026.05.17 12:02

CXMT 1Q26 revenue alone is almost equivalent to its whole 2025 revenue. Operating at 95%+ fab utilization rate. For context, CXMT's 1Q26 revenue is greater than Micron's DRAM revenue just 3 quarters ago but less than half of Micron's current quarter DRAM revenue.