Trade Whisperer(@TradexWhisperer):$MU $SKHY 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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Trade Whisperer@TradexWhisperer

2026.10.13 17:35

$MU $SKHY 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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