CXMT news hits memory stocks: SK Hynix down ~9% vs Samsung -7%, but analyst says Samsung is more exposed
tengyanAI · x · 2026-10-13
On China's CXMT news, SK Hynix fell 9% in Seoul morning trading, worse than Samsung's 7%. The author argues the market has it backwards: CXMT's year-end product is conventional DDR5 server memory — Samsung's cash cow. Over the three quarters to June, Samsung's reported DRAM prices rose 3.9x vs 2.6-2.9x for SK Hynix (whose HBM-heavy mix didn't ride the spike); Nanya, selling older DDR4 with no standard HBM, saw prices jump over 60% in one quarter. If CXMT server memory lands in volume by 2027, it pressures conventional DRAM pricing, where Samsung is far more exposed than SK Hynix.
Related event: CXMT Claims 4F² Cell Breakthrough, Memory Stocks Tumble(3 posts)→
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