Neil Shah
@neil_shah
Co-Founder & Research VP @CounterPointTR | Technology Industry Analyst | Entrepreneur | @MITSloan | @UofMaryland @SmithSchool @ClarkSchool Alumni |
Joined April 2009
999 Following 8.5K Followers
Yes, as we have been tracking monthly, significant traction with domestic datacenter demand & rising per Gbit ASPs in Q2 2026
CXMT Bit growth in Q2 2026 :
Total: +155% YoY
Server: +383% YoY
Lets see how Q3 pans out as CXMT key customers raise prices for their products which will boost Q3 further.
#DRAM#
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