🌿 lithos
@lithos_graphein
Three decades in semiconductor lithography. I run the Chip War Dashboard site; it's a live feed of the freshest semi news & market data.
가입 November 2022
2.9K 팔로잉 중 20.4K 팬
CXMT has some of the strongest patterning engineers I’ve ever worked with. The only way I can describe it is pure technical aggression. They’re achieving these results with decade-old immersion scanners and still going toe-to-toe with the industry’s best. There are ways around lithography export restrictions—and I have no doubt CXMT will be the first to do it.
더 보기
CXMT RIDES ON MEMORY SUPERCYCLE
CXMT REVENUE UP >700% YoY IN 1Q26 and >600% YoY IN 1H26
CXMT IS COOKING DRAM BEYOND LPDDR (DDR MIX UP > 30%)
