Chinese Memory Chip Makers CXMT and YMTC Exceed Expectations
teortaxesTex · x · 2026-07-05
@teortaxesTex commented on Chinese memory chip manufacturers CXMT and YMTC, noting they are consistently delivering complex process innovations ahead of schedule. He considers them excellent companies that leverage a massive domestic market while absorbing advanced technologies from South Korea.
He also pointed out that South Korean media often paints such progress with pessimistic undertones.
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