Trade Whisperer
@TradexWhisperer
Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
加入 February 2012
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Headline: CXMT “2 years ahead of Samsung” on 4F² DRAM.
CXMT said: 4F² DDR5 RDIMM by year end.
Didn’t say: specs, yields, capacity, speed, qualification, or volume date.
Meanwhile Micron, Samsung and SK hynix race to 3D DRAM, which will blow away planar DRAM.
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