Ray Wang
@rwang07
Analyst @SemiAnalysis_ / fundamental research on AI infra/semis.
"when your motivation runs low, your discipline takes over"
가입 February 2017
2.4K 팔로잉 중 32.3K 팬
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%)
