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CryptoGoos
@cryptogoos
News, research, and analysis I personally use to make investment decisions across global financial markets.
参加 September 2022
1.2K フォロー中    120.6K ファン
🚨 THE COMPANY THAT COULD BREAK THE MEMORY CARTEL IS ABOUT TO IPO. Samsung, SK Hynix, and Micron control 70% of global DRAM. Goldman calls it RAMageddon. Today the threat just got real. 🇨🇳 CXMT, China's national memory champion, just got Shanghai's green light for a $4.2 BILLION IPO. The biggest listing since SMIC. Corsair, one of the biggest American memory brands, already got caught putting Chinese chips inside their DDR5 kits. The supplier? CXMT. Their numbers are insane: • Revenue just grew 8x in a single quarter. • Profit grew 17x. Next quarter? • They're targeting 25x. • They will double production this year. Now China is loaded with $4.2 BILLION in fresh capital, ready to undercut everything.
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🚨 THE MEMORY CARTEL JUST GOT BREACHED. Corsair, one of the biggest US memory brands, was caught using Chinese chips inside their DDR5 kits. The maker is CXMT. China's biggest memory company. China is doubling memory production this year. Ex-Samsung chip boss says China could crush the 414% RAM spike within 12 months. Samsung, Micron, SK Hynix got greedy chasing AI margins. Now China is ready to undercut everything.
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